+368.0%
ARKK vs SPG
+110.0%
+258.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.3% | -0.6% |
| 7D | +3.6% | 0.0% | +3.6% | +3.6% |
| 30D | +8.4% | -4.9% | +13.3% | +10.5% |
| 3M | +13.4% | +3.3% | +10.1% | +11.5% |
| 6M | +18.9% | +11.2% | +7.7% | +13.4% |
| YTD | +11.9% | +17.1% | -5.1% | +4.4% |
| 1Y | +13.1% | +21.6% | -8.5% | +3.7% |
| 3Y | +97.1% | +111.9% | -14.8% | +47.9% |
| 5Y | -27.8% | +106.9% | -134.7% | -44.9% |
| 10Y | +338.5% | +62.2% | +276.3% | +247.3% |
| All | +368.0% | +110.0% | +258.0% | +238.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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