-32.2%
ARKK vs HTZ
-90.1%
+57.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +0.7% |
| 7D | +3.6% | -2.5% | +6.1% | +4.0% |
| 30D | +8.4% | -3.7% | +12.1% | +8.0% |
| 3M | +13.4% | -57.0% | +70.4% | +25.4% |
| 6M | +18.9% | -47.0% | +65.9% | +24.4% |
| YTD | +11.9% | -57.5% | +69.4% | +21.5% |
| 1Y | +13.1% | -63.5% | +76.5% | +23.4% |
| 3Y | +97.1% | -86.3% | +183.4% | +160.4% |
| 5Y | -27.8% | -86.8% | +59.0% | +0.3% |
| All | -32.2% | -90.1% | +57.8% | -3.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling