+331.8%
ARKK vs HBM
+619.2%
-287.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -3.1% | -3.3% | +0.2% | -2.3% |
| 30D | +2.7% | -4.8% | +7.5% | +3.9% |
| 3M | +10.8% | -0.4% | +11.2% | +10.0% |
| 6M | +14.4% | +17.9% | -3.5% | +7.2% |
| YTD | +8.7% | +33.7% | -25.1% | -2.7% |
| 1Y | +6.7% | +95.6% | -88.9% | -14.3% |
| 3Y | +87.4% | +458.1% | -370.7% | +9.6% |
| 5Y | -29.5% | +329.0% | -358.5% | -57.9% |
| All | +331.8% | +619.2% | -287.4% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 10y: compounded portfolio wealth divided by compounded HBM 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…
10y analysis · Full analysis span regression · 6 months rolling