+1,542.6%
QLD vs ARKK
+301.0%
+1,241.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | +1.6% |
| 7D | +12.5% | +4.6% | +7.9% | +8.2% |
| 30D | -15.7% | -12.2% | -3.5% | -4.9% |
| 3M | -11.9% | -6.0% | -5.9% | -7.1% |
| 6M | -10.3% | -2.2% | -8.1% | -8.3% |
| YTD | +15.6% | -0.5% | +16.1% | +15.3% |
| 1Y | +12.1% | -6.0% | +18.1% | +17.4% |
| 3Y | +150.7% | +92.5% | +58.1% | +31.7% |
| 5Y | +86.6% | -34.4% | +121.0% | +156.9% |
| All | +1,542.6% | +301.0% | +1,241.6% | +276.0% |
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