+1,734.2%
QLD vs ARKK
+309.5%
+1,424.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.2% | -0.6% | -0.3% |
| 7D | -10.3% | -6.6% | -3.7% | -4.3% |
| 30D | -26.1% | -14.5% | -11.5% | -14.6% |
| 3M | -17.8% | -0.4% | -17.4% | -17.8% |
| 6M | -15.6% | -5.2% | -10.4% | -11.3% |
| YTD | +5.4% | -1.9% | +7.3% | +6.3% |
| 1Y | +5.2% | -6.7% | +12.0% | +11.0% |
| 3Y | +139.4% | +89.7% | +49.7% | +26.4% |
| 5Y | +66.7% | -37.3% | +104.0% | +137.8% |
| 10Y | +1,422.1% | +324.8% | +1,097.3% | +177.1% |
| All | +1,734.2% | +309.5% | +1,424.7% | +240.9% |
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 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