+327.1%
ARKK vs MTSI
+512.4%
-185.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.0% | -4.4% | +1.3% |
| 7D | 0.0% | +3.5% | -3.5% | -1.8% |
| 30D | -11.9% | -30.3% | +18.4% | -0.4% |
| 3M | -0.6% | -26.0% | +25.4% | +8.0% |
| 6M | -0.2% | -36.1% | +35.9% | +12.0% |
| YTD | +2.7% | +34.3% | -31.6% | -16.3% |
| 1Y | -2.2% | +35.3% | -37.5% | -20.5% |
| 3Y | +102.0% | +217.6% | -115.6% | +13.8% |
| 5Y | -33.4% | +210.1% | -243.5% | -62.2% |
| 10Y | +327.1% | +471.4% | -144.4% | +71.5% |
| All | +327.1% | +512.4% | -185.3% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 10y: compounded portfolio wealth divided by compounded MTSI 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…
10y analysis · Full analysis span regression · 6 months rolling