+5.4%
MMM vs ARKK
+10.0%
-4.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | -2.1% | -3.1% | +0.9% | -1.6% |
| 30D | -9.8% | +2.7% | -12.6% | -10.3% |
| 3M | +4.9% | +10.8% | -5.8% | +2.8% |
| 6M | +7.3% | +14.4% | -7.1% | +3.9% |
| YTD | +4.5% | +8.7% | -4.2% | +2.3% |
| 1Y | +5.4% | +6.7% | -1.4% | +2.6% |
| All | +5.4% | +10.0% | -4.7% | +2.6% |
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 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