+663.7%
QQQ vs ARKK
+350.7%
+312.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.3% |
| 7D | -1.3% | -4.7% | +3.4% | +0.9% |
| 30D | -1.4% | +3.1% | -4.4% | -2.9% |
| 3M | +2.3% | +13.8% | -11.5% | -3.8% |
| 6M | +16.9% | +14.0% | +2.9% | +9.3% |
| YTD | +15.6% | +8.0% | +7.7% | +10.2% |
| 1Y | +22.6% | +9.9% | +12.7% | +15.1% |
| 3Y | +93.5% | +90.2% | +3.4% | +35.1% |
| 5Y | +93.9% | -29.9% | +123.8% | +102.7% |
| 10Y | +564.6% | +329.1% | +235.5% | +139.9% |
| All | +663.7% | +350.7% | +312.9% | +163.7% |
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