+13.6%
QCOM vs ARKK
+7.4%
+6.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +1.2% |
| 7D | +4.9% | -4.7% | +9.6% | +7.7% |
| 30D | +9.3% | +3.1% | +6.3% | +7.0% |
| 3M | -7.0% | +13.8% | -20.8% | -13.8% |
| 6M | +32.0% | +14.0% | +18.1% | +22.9% |
| YTD | +5.0% | +8.0% | -3.0% | -0.1% |
| 1Y | +13.6% | +9.9% | +3.7% | +13.4% |
| All | +13.6% | +7.4% | +6.2% | +13.4% |
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