-17.3%
MCD vs ARKK
+15.4%
-32.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.5% | -1.6% |
| 7D | -2.8% | +1.9% | -4.8% | -2.7% |
| 30D | -6.0% | +13.2% | -19.2% | -5.4% |
| 3M | -5.6% | +7.7% | -13.3% | -5.1% |
| 6M | -21.9% | +15.1% | -36.9% | -21.5% |
| YTD | -14.7% | +12.1% | -26.8% | -14.3% |
| 1Y | -17.3% | +14.9% | -32.2% | -18.9% |
| All | -17.3% | +15.4% | -32.7% | -18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling