+19.4%
SPGI vs ARKK
+94.7%
-75.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | -2.5% | +3.6% | -6.1% | -3.2% |
| 30D | +5.4% | +8.4% | -3.0% | +3.5% |
| 3M | +9.0% | +13.4% | -4.4% | +5.8% |
| 6M | +0.8% | +18.9% | -18.1% | -3.6% |
| YTD | -12.6% | +11.9% | -24.5% | -15.3% |
| 1Y | -16.1% | +13.1% | -29.2% | -19.7% |
| All | +19.4% | +94.7% | -75.3% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling