+282.6%
SPGI vs ARKK
+329.1%
-46.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.3% |
| 7D | -8.9% | -4.7% | -4.2% | -7.5% |
| 30D | +0.6% | +3.1% | -2.4% | -0.5% |
| 3M | +2.0% | +13.8% | -11.8% | -2.8% |
| 6M | +0.1% | +14.0% | -13.9% | -5.2% |
| YTD | -16.4% | +8.0% | -24.4% | -19.6% |
| 1Y | -18.9% | +9.9% | -28.9% | -23.4% |
| 3Y | +13.8% | +90.2% | -76.4% | -15.3% |
| 5Y | +0.5% | -29.9% | +30.4% | +3.1% |
| All | +282.6% | +329.1% | -46.5% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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