+331.8%
ARKK vs SPXS
-99.6%
+431.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | -0.7% |
| 7D | -3.1% | +2.5% | -5.6% | -1.7% |
| 30D | +2.7% | +4.2% | -1.5% | +5.5% |
| 3M | +10.8% | -9.3% | +20.1% | +6.8% |
| 6M | +14.4% | -30.7% | +45.1% | -2.1% |
| YTD | +8.7% | -28.1% | +36.7% | -3.9% |
| 1Y | +6.7% | -35.1% | +41.8% | -8.7% |
| 3Y | +87.4% | -79.6% | +167.0% | +8.4% |
| 5Y | -29.5% | -86.3% | +56.8% | -54.3% |
| All | +331.8% | -99.6% | +431.4% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling