+354.4%
ARKK vs HCA
+553.0%
-198.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.1% |
| 7D | -3.1% | +5.4% | -8.5% | -4.9% |
| 30D | +2.7% | +3.0% | -0.3% | +1.5% |
| 3M | +10.8% | +13.0% | -2.3% | +5.1% |
| 6M | +14.4% | -20.3% | +34.6% | +22.8% |
| YTD | +8.7% | -8.2% | +16.9% | +10.0% |
| 1Y | +6.7% | +6.7% | 0.0% | +1.4% |
| 3Y | +87.4% | +60.4% | +27.0% | +46.7% |
| 5Y | -29.5% | +73.4% | -102.9% | -47.8% |
| 10Y | +331.8% | +506.9% | -175.1% | +91.6% |
| All | +354.4% | +553.0% | -198.6% | +100.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling