+84.6%
MRK vs ARKK
-5.7%
+90.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.9% | +3.9% |
| 7D | +6.7% | -6.7% | +13.4% | +7.0% |
| 30D | +7.8% | -13.4% | +21.1% | +8.4% |
| 3M | +18.2% | +4.7% | +13.5% | +18.2% |
| 6M | +34.7% | +2.7% | +31.9% | +34.7% |
| YTD | +45.8% | +4.5% | +41.3% | +45.0% |
| 1Y | +84.6% | -3.7% | +88.3% | +84.7% |
| All | +84.6% | -5.7% | +90.2% | +84.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling