+445.3%
MP vs ARKK
+29.7%
+415.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +2.1% |
| 7D | -2.9% | +1.9% | -4.8% | -4.3% |
| 30D | +13.8% | +13.2% | +0.6% | +4.7% |
| 3M | -16.7% | +7.7% | -24.4% | -20.4% |
| 6M | -11.5% | +15.1% | -26.6% | -18.9% |
| YTD | +7.9% | +12.1% | -4.2% | +1.2% |
| 1Y | -15.0% | +14.9% | -30.0% | -22.2% |
| 3Y | +153.5% | +99.3% | +54.2% | +55.9% |
| 5Y | +58.7% | -29.9% | +88.6% | +90.1% |
| All | +445.3% | +29.7% | +415.6% | +475.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling