+87.4%
ARKK vs MXL
+222.8%
-135.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.5% | -6.9% | -0.6% |
| 7D | -3.1% | +18.9% | -21.9% | -5.9% |
| 30D | +2.7% | +0.3% | +2.4% | +2.0% |
| 3M | +10.8% | -8.0% | +18.8% | +8.5% |
| 6M | +14.4% | +341.2% | -326.9% | -27.2% |
| YTD | +8.7% | +327.8% | -319.2% | -30.8% |
| 1Y | +6.7% | +364.9% | -358.2% | -34.3% |
| 3Y | +87.4% | +229.2% | -141.8% | +8.7% |
| All | +87.4% | +222.8% | -135.4% | +8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling