+43.7%
ARKG vs SPY
+75.5%
-31.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.0% |
| 7D | -3.9% | -2.0% | -1.9% | -0.5% |
| 30D | +1.9% | -1.7% | +3.5% | +4.9% |
| 3M | +38.1% | +4.7% | +33.4% | +27.8% |
| 6M | +62.5% | +12.5% | +50.0% | +34.2% |
| YTD | +56.6% | +11.7% | +44.9% | +31.1% |
| 1Y | +83.1% | +17.5% | +65.6% | +41.8% |
| All | +43.7% | +75.5% | -31.7% | -48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling