+78.2%
MNST vs ARKK
-29.5%
+107.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.5% |
| 7D | -4.1% | +3.6% | -7.7% | -4.6% |
| 30D | -4.5% | +8.4% | -12.9% | -5.7% |
| 3M | -2.5% | +13.4% | -15.9% | -4.6% |
| 6M | +14.1% | +18.9% | -4.8% | +10.6% |
| YTD | +12.6% | +11.9% | +0.7% | +9.8% |
| 1Y | +36.9% | +13.1% | +23.9% | +32.7% |
| 3Y | +53.1% | +97.1% | -44.0% | +30.4% |
| 5Y | +78.2% | -27.8% | +106.0% | +74.7% |
| All | +78.2% | -29.5% | +107.7% | +74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling