-3.7%
ARKK vs MTZ
-14.7%
+10.9%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -15.4% | +15.5% | +3.8% |
| 7D | -6.7% | -7.4% | +0.7% | -5.6% |
| 30D | -13.4% | -23.6% | +10.2% | -7.7% |
| 3M | +4.7% | -38.3% | +43.0% | +18.3% |
| 6M | +2.7% | -60.6% | +63.3% | +34.0% |
| YTD | +4.5% | -22.9% | +27.4% | -6.2% |
| 1Y | -3.7% | -14.3% | +10.5% | -23.5% |
| All | -3.7% | -14.7% | +10.9% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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