+81.8%
MDLZ vs ARKK
+329.1%
-247.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.3% |
| 7D | +1.7% | -4.7% | +6.3% | +2.2% |
| 30D | +1.1% | +3.1% | -1.9% | +0.7% |
| 3M | -1.8% | +13.8% | -15.6% | -3.5% |
| 6M | +12.3% | +14.0% | -1.7% | +10.1% |
| YTD | +18.0% | +8.0% | +10.1% | +16.2% |
| 1Y | +3.8% | +9.9% | -6.1% | +1.6% |
| 3Y | -2.4% | +90.2% | -92.6% | -13.4% |
| 5Y | +18.4% | -29.9% | +48.3% | +21.6% |
| All | +81.8% | +329.1% | -247.3% | +7.9% |
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 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