-3.7%
ARKK vs HTZ
-60.6%
+56.9%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.2% | -9.1% | -0.7% |
| 7D | -6.7% | +18.9% | -25.6% | -8.1% |
| 30D | -13.4% | +26.3% | -39.6% | -15.4% |
| 3M | +4.7% | +49.7% | -45.0% | -0.4% |
| 6M | +2.7% | -61.1% | +63.8% | +11.9% |
| YTD | +4.5% | -56.0% | +60.5% | +8.2% |
| 1Y | -3.7% | -66.4% | +62.7% | +8.2% |
| All | -3.7% | -60.6% | +56.9% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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