+3,050.5%
MU vs ARKK
+367.9%
+2,682.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.8% |
| 7D | +9.0% | +1.9% | +7.0% | +7.4% |
| 30D | +13.8% | +13.2% | +0.6% | +4.2% |
| 3M | +2.1% | +7.7% | -5.6% | -1.8% |
| 6M | +153.8% | +15.1% | +138.7% | +133.9% |
| YTD | +256.4% | +12.1% | +244.3% | +232.5% |
| 1Y | +719.8% | +14.9% | +704.8% | +654.8% |
| 3Y | +1,360.4% | +99.3% | +1,261.1% | +813.4% |
| 5Y | +1,312.4% | -29.9% | +1,342.3% | +1,573.3% |
| 10Y | +6,142.6% | +351.6% | +5,791.0% | +945.7% |
| All | +3,050.5% | +367.9% | +2,682.6% | +404.4% |
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