+499.0%
MA vs ARKK
+329.1%
+169.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.2% |
| 7D | -3.5% | -4.7% | +1.2% | -2.0% |
| 30D | +0.7% | +3.1% | -2.4% | -0.6% |
| 3M | +15.8% | +13.8% | +2.0% | +10.1% |
| 6M | +10.2% | +14.0% | -3.7% | +3.9% |
| YTD | -0.5% | +8.0% | -8.5% | -4.9% |
| 1Y | -1.8% | +9.9% | -11.7% | -7.7% |
| 3Y | +38.7% | +90.2% | -51.4% | +1.1% |
| 5Y | +67.6% | -29.9% | +97.5% | +75.9% |
| All | +499.0% | +329.1% | +169.9% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 10y: compounded portfolio wealth divided by compounded ARKK 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…
10y analysis · Full analysis span regression · 6 months rolling