+250.7%
TQQQ vs ARKK
+89.0%
+161.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +1.8% |
| 7D | -1.9% | -3.1% | +1.1% | +1.8% |
| 30D | -4.9% | +2.7% | -7.6% | -8.4% |
| 3M | -6.4% | +10.8% | -17.2% | -16.6% |
| 6M | +44.4% | +14.4% | +30.0% | +25.5% |
| YTD | +35.2% | +8.7% | +26.5% | +24.1% |
| 1Y | +49.5% | +6.7% | +42.8% | +40.0% |
| 3Y | +250.7% | +87.4% | +163.3% | +91.1% |
| All | +250.7% | +89.0% | +161.7% | +91.1% |
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