+639.8%
MS vs ARKK
+318.4%
+321.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +1.2% |
| 7D | +0.8% | -4.0% | +4.8% | +2.5% |
| 30D | -0.7% | -14.0% | +13.3% | +5.5% |
| 3M | -12.4% | -4.2% | -8.2% | -11.4% |
| 6M | -1.7% | -2.6% | +0.8% | -1.8% |
| YTD | +8.0% | +0.2% | +7.8% | +6.2% |
| 1Y | +16.2% | -6.9% | +23.1% | +17.7% |
| 3Y | +171.3% | +94.1% | +77.2% | +94.5% |
| 5Y | +124.8% | -32.7% | +157.5% | +139.4% |
| 10Y | +553.7% | +308.8% | +244.8% | +83.2% |
| All | +639.8% | +318.4% | +321.4% | +90.1% |
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