+86.2%
ARKK vs QS
-26.0%
+112.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.6% |
| 7D | -4.7% | -5.0% | +0.3% | -3.6% |
| 30D | +3.1% | -18.3% | +21.3% | +7.9% |
| 3M | +13.8% | -26.0% | +39.8% | +21.0% |
| 6M | +14.0% | -24.0% | +38.0% | +19.9% |
| YTD | +8.0% | -50.3% | +58.3% | +23.4% |
| 1Y | +9.9% | -38.0% | +47.9% | +17.3% |
| All | +86.2% | -26.0% | +112.2% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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