+87.9%
ARKK vs HTZ
-82.4%
+170.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -1.7% |
| 7D | -0.6% | -8.5% | +7.9% | +0.2% |
| 30D | -11.2% | -18.9% | +7.7% | -9.6% |
| 3M | -9.2% | -36.0% | +26.8% | -5.6% |
| 6M | -3.9% | -74.6% | +70.7% | +7.2% |
| YTD | -2.5% | -70.8% | +68.3% | +6.1% |
| 1Y | -2.7% | -75.3% | +72.6% | +7.5% |
| 3Y | +87.9% | -81.6% | +169.5% | +121.6% |
| All | +87.9% | -82.4% | +170.3% | +121.6% |
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