+1,728.6%
QLD vs ARKK
+337.1%
+1,391.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.9% |
| 7D | +1.9% | +1.4% | +0.5% | +0.5% |
| 30D | -1.8% | +5.1% | -6.9% | -6.5% |
| 3M | -0.1% | +12.7% | -12.8% | -10.2% |
| 6M | +32.6% | +13.8% | +18.7% | +17.8% |
| YTD | +27.9% | +9.9% | +18.0% | +16.4% |
| 1Y | +40.3% | +10.4% | +29.9% | +26.0% |
| 3Y | +182.5% | +93.6% | +88.9% | +46.6% |
| 5Y | +122.5% | -29.4% | +151.9% | +185.3% |
| 10Y | +1,728.6% | +336.9% | +1,391.7% | +285.0% |
| All | +1,728.6% | +337.1% | +1,391.5% | +285.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling