-3.7%
ARKK vs HST
+76.4%
-80.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.4% |
| 7D | -6.7% | +3.3% | -10.0% | -7.6% |
| 30D | -13.4% | +16.4% | -29.7% | -17.4% |
| 3M | +4.7% | +5.5% | -0.8% | +2.8% |
| 6M | +2.7% | +31.1% | -28.4% | -7.7% |
| YTD | +4.5% | +55.9% | -51.4% | -9.5% |
| 1Y | -3.7% | +75.6% | -79.4% | -17.4% |
| All | -3.7% | +76.4% | -80.1% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling