+14.9%
ARKK vs HCA
-0.5%
+15.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | 0.0% | -1.1% |
| 7D | +1.9% | -3.1% | +5.0% | +1.8% |
| 30D | +13.2% | -1.1% | +14.3% | +13.1% |
| 3M | +7.7% | +12.2% | -4.5% | +8.5% |
| 6M | +15.1% | -25.3% | +40.4% | +14.6% |
| YTD | +12.1% | -12.9% | +25.0% | +12.5% |
| 1Y | +14.9% | -0.9% | +15.9% | +11.9% |
| All | +14.9% | -0.5% | +15.5% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 1y: compounded portfolio wealth divided by compounded HCA 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…
1y analysis · Full analysis span regression · 6 months rolling