-13.9%
ARKK vs QQQI
+2.7%
-16.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -5.7% | -3.3% | +0.4% |
| 7D | -14.9% | -8.5% | -6.4% | -1.2% |
| 30D | -19.2% | -12.7% | -6.5% | +1.7% |
| 3M | -4.0% | -7.7% | +3.7% | +10.4% |
| 6M | -4.5% | -4.6% | +0.2% | +3.3% |
| YTD | -4.9% | +2.1% | -7.0% | -9.4% |
| 1Y | -13.9% | +2.1% | -16.0% | -17.8% |
| All | -13.9% | +2.7% | -16.7% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling