-15.2%
MCD vs ARKK
+7.4%
-22.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | -0.3% |
| 7D | -2.5% | -4.7% | +2.1% | -2.8% |
| 30D | -7.0% | +3.1% | -10.1% | -6.9% |
| 3M | -9.8% | +13.8% | -23.6% | -9.2% |
| 6M | -21.8% | +14.0% | -35.7% | -21.4% |
| YTD | -15.6% | +8.0% | -23.6% | -15.4% |
| 1Y | -15.2% | +9.9% | -25.1% | -14.4% |
| All | -15.2% | +7.4% | -22.5% | -14.4% |
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