+331.8%
ARKK vs IQV
+242.6%
+89.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.5% |
| 7D | -3.1% | -2.2% | -0.8% | -1.7% |
| 30D | +2.7% | +8.3% | -5.6% | -2.4% |
| 3M | +10.8% | +44.6% | -33.8% | -15.1% |
| 6M | +14.4% | +52.6% | -38.2% | -16.6% |
| YTD | +8.7% | +16.1% | -7.5% | -6.0% |
| 1Y | +6.7% | +37.3% | -30.5% | -18.7% |
| 3Y | +87.4% | +21.6% | +65.8% | +48.2% |
| 5Y | -29.5% | +0.5% | -29.9% | -35.4% |
| All | +331.8% | +242.6% | +89.2% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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