+615.7%
MS vs ARKK
+309.5%
+306.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.2% | -3.7% | -1.9% |
| 7D | -1.6% | -6.6% | +5.0% | +1.2% |
| 30D | -3.8% | -14.5% | +10.8% | +2.5% |
| 3M | -14.6% | -0.4% | -14.2% | -15.1% |
| 6M | -5.1% | -5.2% | +0.1% | -4.0% |
| YTD | +4.5% | -1.9% | +6.4% | +3.7% |
| 1Y | +13.5% | -6.7% | +20.3% | +14.9% |
| 3Y | +160.4% | +89.7% | +70.7% | +88.4% |
| 5Y | +112.9% | -37.3% | +150.1% | +134.8% |
| 10Y | +633.4% | +324.8% | +308.6% | +98.8% |
| All | +615.7% | +309.5% | +306.2% | +85.6% |
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