+803.2%
MS vs ARKK
+337.1%
+466.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.3% |
| 7D | +1.7% | +1.4% | +0.3% | +1.1% |
| 30D | 0.0% | +5.1% | -5.1% | -2.2% |
| 3M | +3.0% | +12.7% | -9.8% | -2.4% |
| 6M | +35.7% | +13.8% | +21.9% | +27.7% |
| YTD | +23.3% | +9.9% | +13.4% | +17.4% |
| 1Y | +44.7% | +10.4% | +34.3% | +36.6% |
| 3Y | +178.0% | +93.6% | +84.4% | +103.0% |
| 5Y | +143.2% | -29.4% | +172.5% | +154.6% |
| 10Y | +803.2% | +336.9% | +466.3% | +195.0% |
| All | +803.2% | +337.1% | +466.1% | +195.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling