-29.9%
ARKK vs HDB
-38.6%
+8.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.2% |
| 7D | -4.7% | -6.2% | +1.5% | -1.3% |
| 30D | +3.1% | -6.2% | +9.3% | +6.5% |
| 3M | +13.8% | -5.9% | +19.6% | +16.2% |
| 6M | +14.0% | -25.9% | +39.9% | +33.1% |
| YTD | +8.0% | -40.2% | +48.2% | +42.3% |
| 1Y | +9.9% | -38.0% | +47.9% | +40.9% |
| 3Y | +90.2% | -30.5% | +120.6% | +118.5% |
| 5Y | -29.9% | -38.1% | +8.2% | -17.7% |
| All | -29.9% | -38.6% | +8.7% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling