-4.6%
ARKK vs Q
+75.3%
-79.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -0.9% |
| 7D | +3.6% | +6.7% | -3.1% | +1.4% |
| 30D | +8.4% | -10.6% | +19.0% | +12.1% |
| 3M | +13.4% | -14.6% | +28.0% | +17.3% |
| 6M | +18.9% | +12.1% | +6.8% | +8.9% |
| YTD | +11.9% | +51.3% | -39.4% | -8.6% |
| All | -4.6% | +75.3% | -79.9% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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