+878.4%
MSFT vs ARKK
+331.8%
+546.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | -0.8% | -3.1% | +2.2% | +0.4% |
| 30D | +0.8% | +2.7% | -1.9% | -0.5% |
| 3M | +27.2% | +10.8% | +16.5% | +21.4% |
| 6M | +22.9% | +14.4% | +8.5% | +15.2% |
| YTD | +3.1% | +8.7% | -5.5% | -1.7% |
| 1Y | -0.3% | +6.7% | -7.0% | -5.1% |
| 3Y | +50.1% | +87.4% | -37.3% | +6.6% |
| 5Y | +74.6% | -29.5% | +104.1% | +83.4% |
| All | +878.4% | +331.8% | +546.6% | +281.1% |
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 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