-28.1%
ARKK vs HAS
+12.5%
-40.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +1.2% |
| 7D | +3.6% | -3.1% | +6.7% | +5.4% |
| 30D | +8.4% | -2.7% | +11.1% | +9.9% |
| 3M | +13.4% | +8.9% | +4.5% | +7.2% |
| 6M | +18.9% | -2.9% | +21.8% | +18.6% |
| YTD | +11.9% | +12.6% | -0.7% | +1.2% |
| 1Y | +13.1% | +17.5% | -4.4% | -0.8% |
| 3Y | +97.1% | +46.2% | +50.9% | +45.3% |
| All | -28.1% | +12.5% | -40.6% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling