+87.4%
ARKK vs MTB
+114.2%
-26.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.4% |
| 7D | -3.1% | 0.0% | -3.1% | -3.1% |
| 30D | +2.7% | -4.8% | +7.5% | +6.0% |
| 3M | +10.8% | +6.0% | +4.8% | +5.7% |
| 6M | +14.4% | +19.6% | -5.2% | -0.2% |
| YTD | +8.7% | +21.5% | -12.8% | -6.9% |
| 1Y | +6.7% | +24.7% | -18.0% | -10.7% |
| 3Y | +87.4% | +108.6% | -21.2% | +5.7% |
| All | +87.4% | +114.2% | -26.8% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 3y: compounded portfolio wealth divided by compounded MTB 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…
3y analysis · Full analysis span regression · 6 months rolling