+572.8%
ARKQ vs SPY
+371.7%
+201.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.2% |
| 7D | +3.2% | +0.5% | +2.7% | +2.5% |
| 30D | -3.0% | -0.9% | -2.0% | -1.7% |
| 3M | -5.8% | +3.9% | -9.7% | -9.8% |
| 6M | +4.5% | +14.5% | -10.0% | -10.9% |
| YTD | +8.2% | +12.9% | -4.7% | -5.9% |
| 1Y | +27.9% | +19.4% | +8.5% | +4.5% |
| 3Y | +128.3% | +78.5% | +49.8% | +17.7% |
| 5Y | +49.1% | +81.8% | -32.7% | -22.7% |
| 10Y | +516.0% | +311.5% | +204.5% | +44.1% |
| All | +572.8% | +371.7% | +201.1% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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