+359.8%
ARKK vs HSY
+140.9%
+218.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.7% |
| 7D | +1.4% | -3.0% | +4.4% | +1.8% |
| 30D | +5.1% | -5.0% | +10.2% | +5.9% |
| 3M | +12.7% | -1.3% | +14.1% | +12.7% |
| 6M | +13.8% | -21.5% | +35.3% | +17.8% |
| YTD | +9.9% | -3.3% | +13.2% | +9.4% |
| 1Y | +10.4% | -5.5% | +15.9% | +10.2% |
| 3Y | +93.6% | -9.9% | +103.5% | +93.0% |
| 5Y | -29.4% | +11.3% | -40.7% | -34.9% |
| 10Y | +336.9% | +128.1% | +208.8% | +242.6% |
| All | +359.8% | +140.9% | +218.8% | +240.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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