+265.9%
IONQ vs ARKK
-30.6%
+296.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.3% | +2.5% |
| 7D | +0.8% | +1.9% | -1.1% | -1.5% |
| 30D | -1.0% | +13.2% | -14.2% | -14.0% |
| 3M | -39.8% | +7.7% | -47.5% | -43.7% |
| 6M | +6.4% | +15.1% | -8.6% | -5.5% |
| YTD | -11.9% | +12.1% | -24.0% | -17.8% |
| 1Y | -6.2% | +14.9% | -21.1% | -13.7% |
| 3Y | +125.7% | +99.3% | +26.4% | +24.1% |
| 5Y | +296.0% | -29.9% | +325.9% | +410.7% |
| All | +265.9% | -30.6% | +296.5% | +383.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling