+24.4%
MDLZ vs ARKK
-5.7%
+30.1%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | +8.9% | -6.7% | +15.6% | +7.8% |
| 30D | +15.2% | -13.4% | +28.6% | +13.1% |
| 3M | +9.5% | +4.7% | +4.8% | +10.2% |
| 6M | +11.7% | +2.7% | +8.9% | +12.5% |
| YTD | +28.4% | +4.5% | +24.0% | +29.4% |
| 1Y | +24.4% | -3.7% | +28.2% | +25.5% |
| All | +24.4% | -5.7% | +30.1% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling