+87.4%
ARKK vs HDB
-26.2%
+113.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.9% | -6.2% | -1.6% |
| 7D | -3.1% | +0.7% | -3.8% | -3.3% |
| 30D | +2.7% | +1.0% | +1.7% | +2.2% |
| 3M | +10.8% | -2.0% | +12.7% | +10.8% |
| 6M | +14.4% | -18.1% | +32.5% | +21.1% |
| YTD | +8.7% | -36.1% | +44.8% | +23.9% |
| 1Y | +6.7% | -34.0% | +40.8% | +20.1% |
| 3Y | +87.4% | -26.7% | +114.1% | +97.1% |
| All | +87.4% | -26.2% | +113.6% | +97.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling