+152.0%
QQQM vs ARKK
-16.0%
+168.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.6% |
| 7D | -0.6% | -3.1% | +2.5% | +0.6% |
| 30D | -1.2% | +2.7% | -3.9% | -2.4% |
| 3M | -0.1% | +10.8% | -10.9% | -4.3% |
| 6M | +18.0% | +14.4% | +3.6% | +11.2% |
| YTD | +16.7% | +8.7% | +8.0% | +11.8% |
| 1Y | +23.0% | +6.7% | +16.3% | +18.0% |
| 3Y | +93.3% | +87.4% | +5.9% | +44.0% |
| 5Y | +96.3% | -29.5% | +125.7% | +91.9% |
| All | +152.0% | -16.0% | +168.1% | +122.5% |
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