+199.5%
MCHP vs ARKK
+331.8%
-132.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.0% | +3.3% |
| 7D | 0.0% | -3.1% | +3.1% | +2.0% |
| 30D | -6.0% | +2.7% | -8.8% | -8.0% |
| 3M | -19.7% | +10.8% | -30.4% | -24.5% |
| 6M | +14.0% | +14.4% | -0.4% | +4.4% |
| YTD | +18.4% | +8.7% | +9.8% | +10.6% |
| 1Y | +17.1% | +6.7% | +10.4% | +10.2% |
| 3Y | +0.7% | +87.4% | -86.7% | -35.5% |
| 5Y | +5.1% | -29.5% | +34.6% | +18.0% |
| All | +199.5% | +331.8% | -132.3% | -11.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling