+86.4%
ARKK vs MSTU
-86.5%
+172.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.6% | +8.5% | +1.2% |
| 7D | +3.6% | +16.1% | -12.5% | +0.4% |
| 30D | +8.4% | +68.7% | -60.3% | -2.4% |
| 3M | +13.4% | -11.0% | +24.4% | +9.9% |
| 6M | +18.9% | -33.4% | +52.3% | +17.2% |
| YTD | +11.9% | -59.5% | +71.4% | +13.5% |
| 1Y | +13.1% | -93.4% | +106.4% | +48.8% |
| All | +86.4% | -86.5% | +172.9% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MSTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling