+359.8%
ARKK vs QID
-99.5%
+459.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.4% |
| 7D | +1.4% | -1.9% | +3.3% | +0.1% |
| 30D | +5.1% | +1.7% | +3.4% | +6.8% |
| 3M | +12.7% | -3.9% | +16.7% | +12.9% |
| 6M | +13.8% | -30.0% | +43.8% | -5.8% |
| YTD | +9.9% | -28.2% | +38.2% | -6.3% |
| 1Y | +10.4% | -35.6% | +46.1% | -10.4% |
| 3Y | +93.6% | -74.3% | +167.9% | +5.2% |
| 5Y | -29.4% | -80.8% | +51.5% | -55.3% |
| 10Y | +336.9% | -99.2% | +436.0% | -13.5% |
| All | +359.8% | -99.5% | +459.2% | -20.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling