+359.8%
ARKK vs SPXS
-99.7%
+459.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -1.0% |
| 7D | +1.4% | +1.2% | +0.2% | +2.2% |
| 30D | +5.1% | +5.2% | -0.1% | +8.3% |
| 3M | +12.7% | -9.2% | +21.9% | +9.2% |
| 6M | +13.8% | -29.6% | +43.4% | -0.9% |
| YTD | +9.9% | -27.6% | +37.6% | -1.8% |
| 1Y | +10.4% | -36.7% | +47.1% | -6.0% |
| 3Y | +93.6% | -79.8% | +173.4% | +15.2% |
| 5Y | -29.4% | -85.9% | +56.5% | -52.2% |
| 10Y | +336.9% | -99.5% | +436.4% | +28.2% |
| All | +359.8% | -99.7% | +459.5% | +22.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling