-37.8%
ARKK vs HTZ
-92.6%
+54.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +4.8% |
| 7D | 0.0% | -16.4% | +16.4% | +2.7% |
| 30D | -11.9% | -15.1% | +3.2% | -9.9% |
| 3M | -0.6% | -28.2% | +27.6% | +3.1% |
| 6M | -0.2% | -73.1% | +72.9% | +18.5% |
| YTD | +2.7% | -68.3% | +71.0% | +16.0% |
| 1Y | -2.2% | -75.2% | +73.0% | +15.5% |
| 3Y | +102.0% | -81.1% | +183.2% | +123.2% |
| 5Y | -33.4% | -95.0% | +61.6% | +0.6% |
| All | -37.8% | -92.6% | +54.8% | -7.8% |
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