+2,423.9%
MUU vs ARKK
+80.7%
+2,343.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.8% | -7.6% | -6.3% |
| 7D | +3.6% | -4.7% | +8.2% | +12.1% |
| 30D | +22.3% | +3.1% | +19.3% | +15.2% |
| 3M | -8.2% | +13.8% | -22.0% | -22.5% |
| 6M | +256.3% | +14.0% | +242.4% | +216.1% |
| YTD | +534.4% | +8.0% | +526.4% | +512.1% |
| 1Y | +2,163.5% | +9.9% | +2,153.6% | +2,098.8% |
| All | +2,423.9% | +80.7% | +2,343.2% | +1,088.5% |
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 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