+252.8%
SPOT vs ARKK
+132.8%
+120.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.1% | +0.4% |
| 7D | -3.1% | -3.1% | 0.0% | -1.3% |
| 30D | +7.4% | +2.7% | +4.7% | +5.0% |
| 3M | +8.2% | +10.8% | -2.6% | +0.2% |
| 6M | +2.2% | +14.4% | -12.2% | -8.4% |
| YTD | -9.5% | +8.7% | -18.1% | -16.7% |
| 1Y | -23.8% | +6.7% | -30.6% | -30.4% |
| 3Y | +233.5% | +87.4% | +146.1% | +92.5% |
| 5Y | +112.2% | -29.5% | +141.7% | +130.9% |
| All | +252.8% | +132.8% | +120.0% | +84.6% |
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