+354.4%
ARKK vs SPXL
+1,412.6%
-1,058.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | -0.6% |
| 7D | -3.1% | -2.5% | -0.5% | -1.8% |
| 30D | +2.7% | -4.2% | +6.9% | +5.1% |
| 3M | +10.8% | +8.1% | +2.7% | +6.3% |
| 6M | +14.4% | +35.6% | -21.2% | -2.6% |
| YTD | +8.7% | +28.8% | -20.1% | -5.0% |
| 1Y | +6.7% | +39.8% | -33.1% | -10.3% |
| 3Y | +87.4% | +221.4% | -134.0% | +2.0% |
| 5Y | -29.5% | +146.9% | -176.4% | -57.7% |
| 10Y | +331.8% | +1,255.8% | -924.0% | +17.5% |
| All | +354.4% | +1,412.6% | -1,058.2% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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