+643.3%
MA vs ARKK
+367.9%
+275.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -0.8% |
| 7D | -2.7% | +1.9% | -4.6% | -3.4% |
| 30D | +1.5% | +13.2% | -11.6% | -2.9% |
| 3M | +20.4% | +7.7% | +12.7% | +16.3% |
| 6M | +11.1% | +15.1% | -3.9% | +4.3% |
| YTD | +2.0% | +12.1% | -10.1% | -3.9% |
| 1Y | -2.2% | +14.9% | -17.1% | -9.6% |
| 3Y | +41.9% | +99.3% | -57.4% | +1.0% |
| 5Y | +75.4% | -29.9% | +105.3% | +83.7% |
| 10Y | +527.5% | +351.6% | +175.9% | +111.0% |
| All | +643.3% | +367.9% | +275.5% | +133.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling