+372.7%
MCK vs ARKK
+353.6%
+19.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | 0.0% |
| 7D | -2.9% | -3.1% | +0.1% | -2.6% |
| 30D | +0.4% | +2.7% | -2.3% | 0.0% |
| 3M | +12.1% | +10.8% | +1.3% | +10.5% |
| 6M | -5.4% | +14.4% | -19.8% | -7.5% |
| YTD | +7.8% | +8.7% | -0.9% | +5.9% |
| 1Y | +22.9% | +6.7% | +16.2% | +20.6% |
| 3Y | +110.7% | +87.4% | +23.3% | +85.2% |
| 5Y | +346.2% | -29.5% | +375.6% | +384.3% |
| 10Y | +440.1% | +331.8% | +108.3% | +141.4% |
| All | +372.7% | +353.6% | +19.2% | +101.6% |
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