+151.9%
MDLZ vs ARKK
+306.9%
-155.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.4% | +1.7% |
| 7D | +2.3% | -0.6% | +2.9% | +2.3% |
| 30D | +7.9% | -11.2% | +19.2% | +9.1% |
| 3M | +7.3% | -9.2% | +16.5% | +8.0% |
| 6M | +11.7% | -3.9% | +15.6% | +11.3% |
| YTD | +28.7% | -2.5% | +31.3% | +27.5% |
| 1Y | +22.8% | -2.7% | +25.5% | +21.5% |
| 3Y | +6.6% | +87.9% | -81.3% | -7.3% |
| 5Y | +23.2% | -35.7% | +58.8% | +27.4% |
| 10Y | +108.7% | +299.2% | -190.5% | +7.8% |
| All | +151.9% | +306.9% | -155.1% | +23.0% |
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