+68.9%
MP vs ARKK
-29.5%
+98.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +3.0% | +3.6% | -0.6% | +0.5% |
| 30D | +8.3% | +8.4% | 0.0% | +2.6% |
| 3M | -3.8% | +13.4% | -17.3% | -11.2% |
| 6M | -4.9% | +18.9% | -23.8% | -14.5% |
| YTD | +9.6% | +11.9% | -2.3% | +3.0% |
| 1Y | -11.7% | +13.1% | -24.8% | -18.2% |
| 3Y | +158.5% | +97.1% | +61.4% | +62.6% |
| 5Y | +68.9% | -27.8% | +96.7% | +113.4% |
| All | +68.9% | -29.5% | +98.4% | +113.4% |
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 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