+7.1%
QLD vs ARKK
-7.7%
+14.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | +0.9% |
| 7D | -3.8% | -4.0% | +0.2% | +0.1% |
| 30D | -20.5% | -14.0% | -6.6% | -9.4% |
| 3M | -14.6% | -4.2% | -10.5% | -11.5% |
| 6M | -14.7% | -2.6% | -12.1% | -12.7% |
| YTD | +11.2% | +0.2% | +11.0% | +9.5% |
| 1Y | +7.1% | -6.9% | +14.0% | +11.9% |
| All | +7.1% | -7.7% | +14.8% | +11.9% |
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