-29.7%
ARKK vs HTZ
-85.9%
+56.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.3% |
| 7D | +1.9% | +7.5% | -5.5% | +0.6% |
| 30D | +13.2% | +47.4% | -34.3% | +4.0% |
| 3M | +7.7% | -54.9% | +62.6% | +18.3% |
| 6M | +15.1% | -47.0% | +62.1% | +20.7% |
| YTD | +12.1% | -55.3% | +67.3% | +20.8% |
| 1Y | +14.9% | -57.6% | +72.6% | +21.9% |
| 3Y | +99.3% | -86.6% | +185.9% | +176.8% |
| All | -29.7% | -85.9% | +56.2% | -0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling