+320.7%
MUU vs ARKK
+18.5%
+302.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.3% | +9.3% |
| 7D | +15.0% | +1.4% | +13.6% | +10.2% |
| 30D | +36.8% | +5.1% | +31.7% | +19.7% |
| 3M | -8.5% | +12.7% | -21.3% | -28.2% |
| 6M | +320.7% | +13.8% | +306.9% | +245.2% |
| All | +320.7% | +18.5% | +302.2% | +245.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling