+89.7%
ARKK vs HTZ
-82.6%
+172.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -8.4% | +11.5% | +4.0% |
| 7D | -6.6% | -14.6% | +8.0% | -5.1% |
| 30D | -14.5% | -20.8% | +6.2% | -12.8% |
| 3M | -0.4% | -18.8% | +18.5% | +0.7% |
| 6M | -5.2% | -74.7% | +69.5% | +5.9% |
| YTD | -1.9% | -68.1% | +66.2% | +5.8% |
| 1Y | -6.7% | -73.5% | +66.7% | +2.3% |
| 3Y | +89.7% | -81.8% | +171.6% | +129.5% |
| All | +89.7% | -82.6% | +172.3% | +129.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling