+1,118.8%
MPC vs ARKK
+367.9%
+750.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.6% |
| 7D | +5.4% | +1.9% | +3.5% | +4.7% |
| 30D | +31.0% | +13.2% | +17.8% | +25.4% |
| 3M | +46.0% | +7.7% | +38.3% | +41.2% |
| 6M | +77.3% | +15.1% | +62.2% | +65.9% |
| YTD | +141.9% | +12.1% | +129.8% | +127.7% |
| 1Y | +120.9% | +14.9% | +106.0% | +104.5% |
| 3Y | +182.7% | +99.3% | +83.4% | +103.8% |
| 5Y | +646.4% | -29.9% | +676.3% | +712.4% |
| 10Y | +1,138.7% | +351.6% | +787.1% | +202.2% |
| All | +1,118.8% | +367.9% | +750.9% | +182.1% |
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