+1,185.4%
ARCC vs SPY
+910.3%
+275.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | +0.5% | +0.1% | +0.3% | +0.3% |
| 30D | +3.7% | +0.1% | +3.7% | +3.6% |
| 3M | +8.7% | +2.0% | +6.7% | +6.2% |
| 6M | +10.4% | +13.0% | -2.6% | -3.7% |
| YTD | +4.4% | +13.5% | -9.2% | -9.4% |
| 1Y | -1.3% | +20.0% | -21.2% | -19.4% |
| 3Y | +36.2% | +77.2% | -40.9% | -29.1% |
| 5Y | +58.0% | +81.9% | -23.9% | -22.2% |
| 10Y | +215.2% | +314.1% | -98.8% | -44.8% |
| All | +1,185.4% | +910.3% | +275.1% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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