-3.7%
ARKK vs MXL
+276.5%
-280.2%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -11.1% | +11.2% | +1.0% |
| 7D | -6.7% | -24.3% | +17.7% | -4.5% |
| 30D | -13.4% | -46.1% | +32.7% | -9.2% |
| 3M | +4.7% | -21.8% | +26.5% | +6.1% |
| 6M | +2.7% | -27.2% | +30.0% | +3.5% |
| YTD | +4.5% | +226.2% | -221.7% | -23.0% |
| 1Y | -3.7% | +297.0% | -300.7% | -36.8% |
| All | -3.7% | +276.5% | -280.2% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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