+92.9%
QQQ vs ARKK
+89.0%
+3.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.6% |
| 7D | -0.6% | -3.1% | +2.5% | +0.7% |
| 30D | -1.2% | +2.7% | -3.9% | -2.5% |
| 3M | -0.2% | +10.8% | -11.0% | -4.6% |
| 6M | +17.9% | +14.4% | +3.5% | +10.9% |
| YTD | +16.6% | +8.7% | +8.0% | +11.5% |
| 1Y | +23.0% | +6.7% | +16.2% | +17.6% |
| 3Y | +92.9% | +87.4% | +5.6% | +46.1% |
| All | +92.9% | +89.0% | +3.9% | +46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling