+107.1%
MSTR vs ARKK
-29.1%
+136.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -0.6% |
| 7D | +7.7% | +1.4% | +6.3% | +6.6% |
| 30D | +36.3% | +5.1% | +31.2% | +30.4% |
| 3M | +13.4% | +12.7% | +0.7% | -0.5% |
| 6M | -4.5% | +13.8% | -18.3% | -16.8% |
| YTD | -12.7% | +9.9% | -22.6% | -18.8% |
| 1Y | -59.6% | +10.4% | -70.0% | -62.5% |
| 3Y | +272.5% | +93.6% | +178.9% | +90.3% |
| 5Y | +107.1% | -29.4% | +136.5% | +177.1% |
| All | +107.1% | -29.1% | +136.2% | +177.1% |
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 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