+251.0%
SPOT vs ARKK
+135.6%
+115.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | 0.0% |
| 7D | -6.5% | +1.4% | -7.9% | -7.3% |
| 30D | +2.2% | +5.1% | -2.9% | -1.5% |
| 3M | +5.4% | +12.7% | -7.3% | -3.6% |
| 6M | -4.0% | +13.8% | -17.8% | -13.7% |
| YTD | -9.9% | +9.9% | -19.9% | -17.7% |
| 1Y | -27.3% | +10.4% | -37.7% | -35.0% |
| 3Y | +236.4% | +93.6% | +142.8% | +90.1% |
| 5Y | +112.6% | -29.4% | +142.0% | +131.3% |
| All | +251.0% | +135.6% | +115.4% | +82.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling