+293.0%
ARKK vs MTSI
+465.0%
-172.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.6% | +3.6% | +0.1% |
| 7D | -0.6% | +10.0% | -10.6% | -4.4% |
| 30D | -11.2% | -20.3% | +9.1% | -4.7% |
| 3M | -9.2% | -24.4% | +15.2% | -2.3% |
| 6M | -3.9% | -39.2% | +35.3% | +9.8% |
| YTD | -2.5% | +35.5% | -38.0% | -21.0% |
| 1Y | -2.7% | +43.0% | -45.8% | -22.9% |
| 3Y | +87.9% | +196.3% | -108.4% | +8.4% |
| 5Y | -35.7% | +210.0% | -245.7% | -63.7% |
| All | +293.0% | +465.0% | -172.0% | +56.1% |
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