+1,384.0%
MU vs ARKK
+91.2%
+1,292.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.5% | +4.1% |
| 7D | +7.5% | +1.4% | +6.1% | +6.1% |
| 30D | +19.4% | +5.1% | +14.2% | +14.4% |
| 3M | +9.8% | +12.7% | -2.9% | +0.8% |
| 6M | +164.1% | +13.8% | +150.3% | +141.7% |
| YTD | +260.3% | +9.9% | +250.4% | +236.8% |
| 1Y | +661.2% | +10.4% | +650.8% | +610.9% |
| All | +1,384.0% | +91.2% | +1,292.8% | +866.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling