+678.6%
MPC vs ARKK
-29.5%
+708.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.4% | +2.3% |
| 7D | +3.9% | +3.6% | +0.2% | +3.3% |
| 30D | +33.8% | +8.4% | +25.4% | +32.1% |
| 3M | +49.9% | +13.4% | +36.4% | +46.7% |
| 6M | +80.9% | +18.9% | +62.0% | +74.9% |
| YTD | +147.4% | +11.9% | +135.5% | +141.3% |
| 1Y | +123.2% | +13.1% | +110.1% | +116.7% |
| 3Y | +171.7% | +97.1% | +74.7% | +137.9% |
| 5Y | +678.6% | -27.8% | +706.3% | +674.2% |
| All | +678.6% | -29.5% | +708.0% | +674.2% |
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 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