+298.0%
MCD vs ARKK
+325.8%
-27.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -2.9% |
| 7D | -1.9% | -2.4% | +0.4% | -1.7% |
| 30D | +16.6% | -10.8% | +27.5% | +18.2% |
| 3M | +0.9% | -2.6% | +3.6% | +0.9% |
| 6M | +1.5% | -1.9% | +3.4% | +1.0% |
| YTD | -8.3% | +2.0% | -10.3% | -9.7% |
| 1Y | -8.1% | -4.4% | -3.8% | -8.7% |
| 3Y | +10.3% | +97.5% | -87.2% | -5.7% |
| 5Y | +23.4% | -32.0% | +55.4% | +28.8% |
| 10Y | +205.9% | +317.7% | -111.8% | +71.9% |
| All | +298.0% | +325.8% | -27.9% | +118.9% |
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 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