-15.6%
QLD vs ARKK
-2.4%
-13.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.2% | -0.6% | -0.5% |
| 7D | -10.3% | -6.6% | -3.7% | -3.9% |
| 30D | -26.1% | -14.5% | -11.5% | -14.0% |
| 3M | -17.8% | -0.4% | -17.4% | -18.7% |
| 6M | -15.6% | -5.2% | -10.4% | -12.3% |
| All | -15.6% | -2.4% | -13.1% | -12.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling