+167.2%
IONQ vs ARKK
+94.3%
+72.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.5% | -6.9% | -5.8% |
| 7D | +16.8% | +4.6% | +12.2% | +10.6% |
| 30D | -11.1% | -12.2% | +1.1% | +8.3% |
| 3M | -31.7% | -6.0% | -25.7% | -24.6% |
| 6M | -44.8% | -2.2% | -42.6% | -41.1% |
| YTD | -31.2% | -0.5% | -30.7% | -25.5% |
| 1Y | -39.1% | -6.0% | -33.2% | -27.6% |
| All | +167.2% | +94.3% | +72.9% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling