+73.5%
MSFT vs ARKK
-31.2%
+104.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +1.9% | +0.7% |
| 7D | -3.5% | -4.7% | +1.2% | -2.0% |
| 30D | -2.1% | +3.1% | -5.1% | -3.2% |
| 3M | +24.2% | +13.8% | +10.4% | +18.6% |
| 6M | +21.9% | +14.0% | +7.9% | +16.0% |
| YTD | +2.5% | +8.0% | -5.5% | -1.1% |
| 1Y | -0.8% | +9.9% | -10.7% | -5.4% |
| 3Y | +50.8% | +90.2% | -39.4% | +15.5% |
| 5Y | +73.5% | -29.9% | +103.4% | +64.8% |
| All | +73.5% | -31.2% | +104.7% | +64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling