+368.5%
ARKK vs QSR
+205.8%
+162.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.3% |
| 7D | -3.1% | -4.0% | +0.9% | -1.2% |
| 30D | +2.7% | +2.8% | 0.0% | +1.4% |
| 3M | +10.8% | +5.1% | +5.7% | +7.7% |
| 6M | +14.4% | +8.8% | +5.6% | +8.8% |
| YTD | +8.7% | +14.8% | -6.2% | +0.3% |
| 1Y | +6.7% | +25.7% | -19.0% | -6.1% |
| 3Y | +87.4% | +27.5% | +59.9% | +61.1% |
| 5Y | -29.5% | +41.3% | -70.7% | -42.3% |
| 10Y | +331.8% | +133.8% | +198.0% | +176.7% |
| All | +368.5% | +205.8% | +162.7% | +177.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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