-59.8%
MSTR vs ARKK
+10.0%
-69.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.0% |
| 7D | -8.3% | -3.1% | -5.2% | -4.1% |
| 30D | +38.1% | +2.7% | +35.4% | +35.5% |
| 3M | +9.0% | +10.8% | -1.8% | -3.7% |
| 6M | -5.3% | +14.4% | -19.7% | -19.4% |
| YTD | -13.8% | +8.7% | -22.5% | -22.0% |
| 1Y | -59.8% | +6.7% | -66.6% | -64.4% |
| All | -59.8% | +10.0% | -69.9% | -64.4% |
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