+127.0%
MP vs ARKK
+85.5%
+41.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.2% | +1.8% | +2.6% |
| 7D | -10.5% | -6.6% | -4.0% | -6.1% |
| 30D | -23.5% | -14.5% | -9.0% | -14.2% |
| 3M | -25.4% | -0.4% | -25.1% | -25.2% |
| 6M | -51.3% | -5.2% | -46.1% | -49.3% |
| YTD | -29.9% | -1.9% | -28.0% | -28.3% |
| 1Y | -31.8% | -6.7% | -25.1% | -27.8% |
| 3Y | +127.0% | +89.7% | +37.2% | +16.4% |
| All | +127.0% | +85.5% | +41.5% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling