+276.7%
MRK vs ARKK
+350.7%
-74.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.7% |
| 7D | -5.0% | -4.7% | -0.3% | -4.5% |
| 30D | +11.0% | +3.1% | +7.9% | +10.6% |
| 3M | +22.4% | +13.8% | +8.6% | +20.6% |
| 6M | +25.4% | +14.0% | +11.4% | +23.3% |
| YTD | +39.5% | +8.0% | +31.5% | +37.7% |
| 1Y | +78.0% | +9.9% | +68.0% | +74.8% |
| 3Y | +45.5% | +90.2% | -44.6% | +31.5% |
| 5Y | +130.3% | -29.9% | +160.2% | +143.3% |
| 10Y | +229.8% | +329.1% | -99.3% | +81.4% |
| All | +276.7% | +350.7% | -74.1% | +98.0% |
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