+10.5%
MO vs ARKK
+15.4%
-5.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -1.1% |
| 7D | +0.3% | +1.9% | -1.6% | +0.8% |
| 30D | +0.6% | +13.2% | -12.5% | +3.3% |
| 3M | -1.0% | +7.7% | -8.7% | +1.4% |
| 6M | +4.3% | +15.1% | -10.7% | +8.2% |
| YTD | +23.3% | +12.1% | +11.2% | +27.8% |
| 1Y | +10.5% | +14.9% | -4.5% | +17.5% |
| All | +10.5% | +15.4% | -5.0% | +17.5% |
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