-28.1%
ARKK vs QID
-80.8%
+52.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | -0.8% |
| 7D | -3.1% | +1.3% | -4.3% | -2.0% |
| 30D | +2.7% | +2.9% | -0.2% | +5.7% |
| 3M | +10.8% | -0.7% | +11.5% | +13.2% |
| 6M | +14.4% | -29.7% | +44.1% | -9.0% |
| YTD | +8.7% | -27.9% | +36.5% | -10.5% |
| 1Y | +6.7% | -34.6% | +41.3% | -16.6% |
| 3Y | +87.4% | -73.5% | +160.9% | -11.8% |
| All | -28.1% | -80.8% | +52.7% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling