+1,346.4%
MU vs ARKK
-29.1%
+1,375.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.5% | +3.8% |
| 7D | +7.5% | +1.4% | +6.1% | +6.5% |
| 30D | +19.4% | +5.1% | +14.2% | +15.7% |
| 3M | +9.8% | +12.7% | -2.9% | +3.2% |
| 6M | +164.1% | +13.8% | +150.3% | +148.0% |
| YTD | +260.3% | +9.9% | +250.4% | +244.0% |
| 1Y | +661.2% | +10.4% | +650.8% | +628.2% |
| 3Y | +1,380.8% | +93.6% | +1,287.3% | +957.0% |
| 5Y | +1,346.4% | -29.4% | +1,375.7% | +1,296.6% |
| All | +1,346.4% | -29.1% | +1,375.4% | +1,296.6% |
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 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