+45.3%
MO vs ARKK
-5.7%
+51.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +6.9% | -6.7% | +13.6% | +5.2% |
| 30D | +14.9% | -13.4% | +28.3% | +11.4% |
| 3M | +16.4% | +4.7% | +11.7% | +18.1% |
| 6M | +9.6% | +2.7% | +6.8% | +11.7% |
| YTD | +41.8% | +4.5% | +37.4% | +46.3% |
| 1Y | +45.3% | -3.7% | +49.1% | +49.4% |
| All | +45.3% | -5.7% | +51.0% | +49.4% |
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