+2,981.5%
MUU vs ARKK
+15.4%
+2,966.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +13.6% |
| 7D | +17.4% | +1.9% | +15.4% | +12.6% |
| 30D | +24.0% | +13.2% | +10.8% | -4.5% |
| 3M | -23.9% | +7.7% | -31.6% | -29.5% |
| 6M | +284.4% | +15.1% | +269.4% | +225.9% |
| YTD | +583.7% | +12.1% | +571.6% | +512.4% |
| 1Y | +2,981.5% | +14.9% | +2,966.5% | +2,822.5% |
| All | +2,981.5% | +15.4% | +2,966.1% | +2,822.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling