-28.1%
ARKK vs QS
-74.9%
+46.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | 0.0% |
| 7D | -3.1% | -3.6% | +0.6% | -2.0% |
| 30D | +2.7% | -17.2% | +20.0% | +9.1% |
| 3M | +10.8% | -27.0% | +37.7% | +21.1% |
| 6M | +14.4% | -24.6% | +39.0% | +22.5% |
| YTD | +8.7% | -49.3% | +58.0% | +31.1% |
| 1Y | +6.7% | -40.3% | +47.1% | +16.0% |
| 3Y | +87.4% | -23.8% | +111.2% | +44.2% |
| All | -28.1% | -74.9% | +46.8% | -24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling