+2,414.7%
MU vs ARKK
+325.8%
+2,088.9%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.8% | +10.1% | +10.7% |
| 7D | +2.0% | -2.4% | +4.4% | +4.7% |
| 30D | -18.0% | -10.8% | -7.1% | -10.2% |
| 3M | -6.6% | -2.6% | -3.9% | -4.1% |
| 6M | +2.0% | -1.9% | +4.0% | +5.7% |
| YTD | +184.5% | +2.0% | +182.5% | +186.0% |
| 1Y | +236.9% | -4.4% | +241.2% | +254.2% |
| 3Y | +987.0% | +97.5% | +889.4% | +600.5% |
| 5Y | +1,014.6% | -32.0% | +1,046.6% | +1,258.7% |
| 10Y | +4,609.2% | +317.7% | +4,291.5% | +740.7% |
| All | +2,414.7% | +325.8% | +2,088.9% | +333.8% |
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