-29.9%
ARKK vs MUB
+0.7%
-30.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | +0.1% |
| 7D | -4.7% | -1.2% | -3.5% | -1.7% |
| 30D | +3.1% | -2.8% | +5.8% | +10.6% |
| 3M | +13.8% | -3.1% | +16.8% | +23.1% |
| 6M | +14.0% | -2.9% | +16.8% | +23.1% |
| YTD | +8.0% | -2.0% | +10.0% | +14.4% |
| 1Y | +9.9% | 0.0% | +10.0% | +11.2% |
| 3Y | +90.2% | +7.4% | +82.7% | +55.4% |
| 5Y | -29.9% | +0.8% | -30.7% | -43.7% |
| All | -29.9% | +0.7% | -30.6% | -43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling