-21.9%
IONQ vs ARKK
+10.0%
-31.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.9% | -1.2% |
| 7D | -7.0% | -3.1% | -3.9% | -2.2% |
| 30D | -18.7% | +2.7% | -21.4% | -22.1% |
| 3M | -36.6% | +10.8% | -47.4% | -45.9% |
| 6M | +7.2% | +14.4% | -7.1% | -9.6% |
| YTD | -18.1% | +8.7% | -26.8% | -25.3% |
| 1Y | -21.9% | +6.7% | -28.6% | -15.2% |
| All | -21.9% | +10.0% | -31.9% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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