+1,162.5%
MPC vs ARKK
+325.8%
+836.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.8% | +1.6% | +2.9% |
| 7D | +2.6% | -2.4% | +5.0% | +3.3% |
| 30D | -12.2% | -10.8% | -1.3% | -9.4% |
| 3M | +20.1% | -2.6% | +22.7% | +19.8% |
| 6M | +60.6% | -1.9% | +62.5% | +58.5% |
| YTD | +150.6% | +2.0% | +148.6% | +141.3% |
| 1Y | +104.7% | -4.4% | +109.0% | +101.0% |
| 3Y | +194.5% | +97.5% | +97.0% | +111.7% |
| 5Y | +582.3% | -32.0% | +614.3% | +633.2% |
| 10Y | +1,135.3% | +317.7% | +817.5% | +205.0% |
| All | +1,162.5% | +325.8% | +836.6% | +198.9% |
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