+38.9%
QCOM vs ARKK
-29.1%
+68.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +2.2% |
| 7D | +4.4% | +1.4% | +3.0% | +3.6% |
| 30D | +9.4% | +5.1% | +4.2% | +6.5% |
| 3M | -13.7% | +12.7% | -26.4% | -18.6% |
| 6M | +28.9% | +13.8% | +15.1% | +20.8% |
| YTD | +4.7% | +9.9% | -5.2% | -0.5% |
| 1Y | +13.5% | +10.4% | +3.1% | +7.1% |
| 3Y | +77.1% | +93.6% | -16.5% | +24.8% |
| 5Y | +38.9% | -29.4% | +68.3% | +30.4% |
| All | +38.9% | -29.1% | +68.0% | +30.4% |
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 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