-44.8%
IONQ vs ARKK
-3.3%
-41.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.5% | -6.9% | -5.6% |
| 7D | +16.8% | +4.6% | +12.2% | +10.1% |
| 30D | -11.1% | -12.2% | +1.1% | +8.7% |
| 3M | -31.7% | -6.0% | -25.7% | -25.1% |
| 6M | -44.8% | -2.2% | -42.6% | -42.0% |
| All | -44.8% | -3.3% | -41.5% | -42.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling