+87.4%
ARKK vs IQV
+22.1%
+65.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.1% |
| 7D | -3.1% | -2.2% | -0.8% | -2.1% |
| 30D | +2.7% | +8.3% | -5.6% | -0.7% |
| 3M | +10.8% | +44.6% | -33.8% | -7.5% |
| 6M | +14.4% | +52.6% | -38.2% | -7.7% |
| YTD | +8.7% | +16.1% | -7.5% | -0.1% |
| 1Y | +6.7% | +37.3% | -30.5% | -10.9% |
| 3Y | +87.4% | +21.6% | +65.8% | +51.2% |
| All | +87.4% | +22.1% | +65.3% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling