-0.3%
SPOT vs ARKK
-5.7%
+5.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.1% | +4.5% | +4.6% |
| 7D | +16.6% | -6.7% | +23.3% | +17.5% |
| 30D | +29.9% | -13.4% | +43.3% | +32.9% |
| 3M | +31.3% | +4.7% | +26.6% | +27.4% |
| 6M | +43.2% | +2.7% | +40.5% | +39.1% |
| YTD | +8.1% | +4.5% | +3.6% | +1.9% |
| 1Y | -0.3% | -3.7% | +3.4% | -4.5% |
| All | -0.3% | -5.7% | +5.3% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling