+160.4%
MS vs ARKK
+85.5%
+74.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.2% | -3.7% | -1.9% |
| 7D | -1.6% | -6.6% | +5.0% | +1.3% |
| 30D | -3.8% | -14.5% | +10.8% | +2.8% |
| 3M | -14.6% | -0.4% | -14.2% | -15.2% |
| 6M | -5.1% | -5.2% | +0.1% | -4.0% |
| YTD | +4.5% | -1.9% | +6.4% | +3.5% |
| 1Y | +13.5% | -6.7% | +20.3% | +14.7% |
| 3Y | +160.4% | +89.7% | +70.7% | +85.5% |
| All | +160.4% | +85.5% | +74.9% | +85.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling