+19.4%
MCD vs ARKK
-29.1%
+48.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.8% |
| 7D | -2.9% | +1.4% | -4.3% | -2.9% |
| 30D | -6.7% | +5.1% | -11.9% | -7.0% |
| 3M | -9.6% | +12.7% | -22.3% | -10.2% |
| 6M | -22.3% | +13.8% | -36.1% | -23.0% |
| YTD | -15.4% | +9.9% | -25.4% | -16.1% |
| 1Y | -16.8% | +10.4% | -27.2% | -17.7% |
| 3Y | -2.4% | +93.6% | -96.0% | -8.4% |
| 5Y | +19.4% | -29.4% | +48.7% | +18.3% |
| All | +19.4% | -29.1% | +48.4% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling