+753.6%
MS vs ARKK
+367.9%
+385.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.7% |
| 7D | +1.4% | +1.9% | -0.6% | +0.5% |
| 30D | -0.3% | +13.2% | -13.4% | -5.6% |
| 3M | +0.3% | +7.7% | -7.4% | -3.3% |
| 6M | +31.3% | +15.1% | +16.3% | +22.7% |
| YTD | +24.7% | +12.1% | +12.6% | +17.5% |
| 1Y | +47.9% | +14.9% | +33.0% | +36.9% |
| 3Y | +178.3% | +99.3% | +79.0% | +97.5% |
| 5Y | +144.9% | -29.9% | +174.8% | +158.9% |
| 10Y | +804.5% | +351.6% | +452.9% | +144.6% |
| All | +753.6% | +367.9% | +385.7% | +110.3% |
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