-3.7%
ARKK vs MUB
+0.1%
-3.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.4% | -1.2% |
| 7D | -6.7% | +0.6% | -7.3% | -8.3% |
| 30D | -13.4% | +3.2% | -16.6% | -21.9% |
| 3M | +4.7% | -1.1% | +5.8% | +14.1% |
| 6M | +2.7% | -1.1% | +3.9% | +13.4% |
| YTD | +4.5% | -0.5% | +4.9% | +13.4% |
| 1Y | -3.7% | 0.0% | -3.7% | +3.7% |
| All | -3.7% | +0.1% | -3.8% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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