+331.8%
ARKK vs HDB
+42.1%
+289.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.9% | -6.2% | -2.5% |
| 7D | -3.1% | +0.7% | -3.8% | -3.5% |
| 30D | +2.7% | +1.0% | +1.7% | +1.9% |
| 3M | +10.8% | -2.0% | +12.7% | +10.8% |
| 6M | +14.4% | -18.1% | +32.5% | +24.0% |
| YTD | +8.7% | -36.1% | +44.8% | +31.4% |
| 1Y | +6.7% | -34.0% | +40.8% | +26.8% |
| 3Y | +87.4% | -26.7% | +114.1% | +106.9% |
| 5Y | -29.5% | -33.9% | +4.4% | -19.5% |
| All | +331.8% | +42.1% | +289.7% | +292.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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