+0.7%
MCHP vs ARKK
+89.0%
-88.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.0% | +3.3% |
| 7D | 0.0% | -3.1% | +3.1% | +2.1% |
| 30D | -6.0% | +2.7% | -8.8% | -8.1% |
| 3M | -19.7% | +10.8% | -30.4% | -24.8% |
| 6M | +14.0% | +14.4% | -0.4% | +3.8% |
| YTD | +18.4% | +8.7% | +9.8% | +10.3% |
| 1Y | +17.1% | +6.7% | +10.4% | +9.8% |
| 3Y | +0.7% | +87.4% | -86.7% | -39.3% |
| All | +0.7% | +89.0% | -88.3% | -39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling