-56.4%
MSTR vs ARKK
+15.4%
-71.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | +0.1% |
| 7D | +12.2% | +1.9% | +10.2% | +10.1% |
| 30D | +45.2% | +13.2% | +32.0% | +24.7% |
| 3M | +10.4% | +7.7% | +2.7% | +1.3% |
| 6M | -2.5% | +15.1% | -17.6% | -17.3% |
| YTD | -6.0% | +12.1% | -18.1% | -18.5% |
| 1Y | -56.4% | +14.9% | -71.3% | -64.2% |
| All | -56.4% | +15.4% | -71.8% | -64.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling