+2,143.7%
QLD vs ARKK
+367.9%
+1,775.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +1.3% |
| 7D | +0.6% | +1.9% | -1.4% | -1.2% |
| 30D | -0.1% | +13.2% | -13.3% | -11.1% |
| 3M | -8.4% | +7.7% | -16.0% | -14.1% |
| 6M | +32.2% | +15.1% | +17.1% | +16.3% |
| YTD | +28.9% | +12.1% | +16.8% | +15.2% |
| 1Y | +43.8% | +14.9% | +28.9% | +24.5% |
| 3Y | +176.6% | +99.3% | +77.3% | +38.7% |
| 5Y | +121.6% | -29.9% | +151.5% | +185.1% |
| 10Y | +1,652.9% | +351.6% | +1,301.3% | +203.6% |
| All | +2,143.7% | +367.9% | +1,775.8% | +269.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling