+443.0%
MP vs ARKK
+27.2%
+415.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.2% | -0.8% |
| 7D | -0.7% | +1.4% | -2.1% | -1.8% |
| 30D | -0.7% | +5.1% | -5.8% | -4.1% |
| 3M | 0.0% | +12.7% | -12.7% | -7.5% |
| 6M | -10.0% | +13.8% | -23.8% | -16.9% |
| YTD | +7.5% | +9.9% | -2.5% | +2.1% |
| 1Y | -14.0% | +10.4% | -24.4% | -19.2% |
| 3Y | +153.5% | +93.6% | +59.9% | +58.9% |
| 5Y | +62.7% | -29.4% | +92.1% | +93.6% |
| All | +443.0% | +27.2% | +415.8% | +480.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling