+38.6%
MA vs ARKK
+91.2%
-52.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.3% |
| 7D | -3.5% | +1.4% | -4.9% | -3.7% |
| 30D | +0.8% | +5.1% | -4.4% | -0.1% |
| 3M | +14.8% | +12.7% | +2.0% | +12.2% |
| 6M | +10.0% | +13.8% | -3.8% | +6.9% |
| YTD | -0.1% | +9.9% | -10.0% | -2.5% |
| 1Y | -2.2% | +10.4% | -12.6% | -5.2% |
| All | +38.6% | +91.2% | -52.6% | +16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling