+1,174.7%
MPC vs ARKK
+337.1%
+837.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.9% |
| 7D | +3.2% | +1.4% | +1.8% | +2.7% |
| 30D | +25.0% | +5.1% | +19.9% | +22.8% |
| 3M | +55.2% | +12.7% | +42.4% | +48.5% |
| 6M | +86.4% | +13.8% | +72.6% | +76.1% |
| YTD | +148.5% | +9.9% | +138.5% | +136.5% |
| 1Y | +121.7% | +10.4% | +111.3% | +109.2% |
| 3Y | +172.9% | +93.6% | +79.3% | +104.5% |
| 5Y | +679.9% | -29.4% | +709.3% | +747.7% |
| 10Y | +1,174.7% | +336.9% | +837.9% | +332.2% |
| All | +1,174.7% | +337.1% | +837.6% | +332.2% |
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 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