-26.8%
ARKK vs SOXQ
+286.7%
-313.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | -0.8% |
| 7D | -3.1% | +0.8% | -3.8% | -3.7% |
| 30D | +2.7% | -4.6% | +7.3% | +6.3% |
| 3M | +10.8% | -10.2% | +20.9% | +16.8% |
| 6M | +14.4% | +49.7% | -35.3% | -25.2% |
| YTD | +8.7% | +67.2% | -58.6% | -36.1% |
| 1Y | +6.7% | +98.0% | -91.3% | -46.3% |
| 3Y | +87.4% | +237.2% | -149.8% | -48.0% |
| 5Y | -29.5% | +261.3% | -290.8% | -81.8% |
| All | -26.8% | +286.7% | -313.5% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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