+565.2%
MPC vs ARKK
-32.2%
+597.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.7% | -0.1% | +4.0% |
| 7D | -9.4% | 0.0% | -9.4% | -9.4% |
| 30D | -14.3% | -11.9% | -2.4% | -13.0% |
| 3M | +31.1% | -0.6% | +31.7% | +30.6% |
| 6M | +60.3% | -0.2% | +60.4% | +59.1% |
| YTD | +142.5% | +2.7% | +139.8% | +138.6% |
| 1Y | +104.6% | -2.2% | +106.8% | +102.6% |
| 3Y | +191.7% | +102.0% | +89.7% | +155.5% |
| All | +565.2% | -32.2% | +597.4% | +530.4% |
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