-3.7%
ARKK vs MSTZ
-63.1%
+59.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.6% | +9.6% | -1.4% |
| 7D | -6.7% | +0.7% | -7.4% | -6.2% |
| 30D | -13.4% | +16.6% | -30.0% | -9.9% |
| 3M | +4.7% | -74.7% | +79.4% | -8.2% |
| 6M | +2.7% | -43.9% | +46.6% | +7.3% |
| YTD | +4.5% | -84.0% | +88.5% | -0.2% |
| 1Y | -3.7% | -65.1% | +61.3% | +8.4% |
| All | -3.7% | -63.1% | +59.3% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1y: compounded portfolio wealth divided by compounded MSTZ 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…
1y analysis · Full analysis span regression · 6 months rolling