+787.6%
MSTR vs ARKK
+367.9%
+419.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.3% |
| 7D | +12.2% | +1.9% | +10.2% | +10.7% |
| 30D | +45.2% | +13.2% | +32.0% | +29.8% |
| 3M | +10.4% | +7.7% | +2.7% | +4.2% |
| 6M | -2.5% | +15.1% | -17.6% | -13.3% |
| YTD | -6.0% | +12.1% | -18.1% | -12.4% |
| 1Y | -56.4% | +14.9% | -71.3% | -60.0% |
| 3Y | +306.3% | +99.3% | +207.0% | +140.2% |
| 5Y | +100.5% | -29.9% | +130.4% | +177.6% |
| 10Y | +741.1% | +351.6% | +389.5% | +334.5% |
| All | +787.6% | +367.9% | +419.7% | +352.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling