+1,121.9%
MPC vs ARKK
+328.6%
+793.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.7% | -0.1% | +3.1% |
| 7D | -9.4% | 0.0% | -9.4% | -9.5% |
| 30D | -14.3% | -11.9% | -2.4% | -11.3% |
| 3M | +31.1% | -0.6% | +31.7% | +29.9% |
| 6M | +60.3% | -0.2% | +60.4% | +57.2% |
| YTD | +142.5% | +2.7% | +139.8% | +133.0% |
| 1Y | +104.6% | -2.2% | +106.8% | +99.3% |
| 3Y | +191.7% | +102.0% | +89.7% | +108.0% |
| 5Y | +549.2% | -33.4% | +582.6% | +608.0% |
| 10Y | +1,106.2% | +327.1% | +779.2% | +193.3% |
| All | +1,121.9% | +328.6% | +793.3% | +188.7% |
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 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