+331.8%
ARKK vs HRB
+209.1%
+122.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -3.1% | -8.0% | +5.0% | -1.3% |
| 30D | +2.7% | -16.0% | +18.7% | +6.6% |
| 3M | +10.8% | +26.9% | -16.1% | +3.8% |
| 6M | +14.4% | +51.1% | -36.7% | +1.4% |
| YTD | +8.7% | +7.1% | +1.6% | +4.8% |
| 1Y | +6.7% | -9.6% | +16.4% | +7.1% |
| 3Y | +87.4% | +25.4% | +62.0% | +68.9% |
| 5Y | -29.5% | +114.9% | -144.4% | -44.6% |
| All | +331.8% | +209.1% | +122.7% | +193.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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