+368.0%
ARKK vs HDB
+93.3%
+274.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.9% | +1.2% |
| 7D | +3.6% | -2.0% | +5.7% | +4.5% |
| 30D | +8.4% | -4.9% | +13.2% | +10.6% |
| 3M | +13.4% | -2.3% | +15.7% | +13.8% |
| 6M | +18.9% | -23.7% | +42.6% | +32.7% |
| YTD | +11.9% | -38.5% | +50.4% | +36.9% |
| 1Y | +13.1% | -36.5% | +49.5% | +35.9% |
| 3Y | +97.1% | -28.5% | +125.5% | +119.6% |
| 5Y | -27.8% | -37.4% | +9.6% | -15.7% |
| 10Y | +338.5% | +34.0% | +304.4% | +277.4% |
| All | +368.0% | +93.3% | +274.7% | +265.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling