+45.7%
IONQ vs ARKK
-35.9%
+81.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.0% | -4.4% | -3.9% |
| 7D | -11.5% | -0.6% | -10.8% | -10.5% |
| 30D | -8.1% | -11.2% | +3.1% | +8.3% |
| 3M | -35.8% | -9.2% | -26.6% | -26.3% |
| 6M | -47.7% | -3.9% | -43.8% | -42.8% |
| YTD | -35.6% | -2.5% | -33.1% | -28.0% |
| 1Y | -36.4% | -2.7% | -33.7% | -27.3% |
| 3Y | +150.0% | +87.9% | +62.1% | +40.3% |
| All | +45.7% | -35.9% | +81.6% | +367.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling