+2,396.1%
MUU vs ARKK
+81.8%
+2,314.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -2.2% |
| 7D | -8.2% | -3.1% | -5.2% | -3.3% |
| 30D | +10.2% | +2.7% | +7.4% | +4.2% |
| 3M | -26.5% | +10.8% | -37.3% | -35.7% |
| 6M | +227.2% | +14.4% | +212.8% | +188.2% |
| YTD | +527.4% | +8.7% | +518.8% | +498.9% |
| 1Y | +1,843.7% | +6.7% | +1,836.9% | +1,866.9% |
| All | +2,396.1% | +81.8% | +2,314.3% | +1,062.7% |
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