+367.9%
ARKK vs SPMO
+562.6%
-194.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | +0.1% | +0.5% |
| 7D | -4.7% | +0.1% | -4.8% | -4.8% |
| 30D | +3.1% | -0.7% | +3.7% | +3.8% |
| 3M | +13.8% | +2.8% | +10.9% | +7.6% |
| 6M | +14.0% | +24.4% | -10.5% | -16.2% |
| YTD | +8.0% | +24.2% | -16.2% | -20.1% |
| 1Y | +9.9% | +24.5% | -14.6% | -18.4% |
| 3Y | +90.2% | +155.6% | -65.4% | -40.9% |
| 5Y | -29.9% | +148.2% | -178.1% | -76.6% |
| 10Y | +329.1% | +514.8% | -185.7% | -29.3% |
| All | +367.9% | +562.6% | -194.7% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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