+171.7%
MPC vs ARKK
+95.6%
+76.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.4% | +2.3% |
| 7D | +3.9% | +3.6% | +0.2% | +3.2% |
| 30D | +33.8% | +8.4% | +25.4% | +31.8% |
| 3M | +49.9% | +13.4% | +36.4% | +46.0% |
| 6M | +80.9% | +18.9% | +62.0% | +73.5% |
| YTD | +147.4% | +11.9% | +135.5% | +139.9% |
| 1Y | +123.2% | +13.1% | +110.1% | +114.9% |
| 3Y | +171.7% | +97.1% | +74.7% | +117.7% |
| All | +171.7% | +95.6% | +76.1% | +117.7% |
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