-28.1%
ARKK vs HUBB
+157.3%
-185.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | -0.6% |
| 7D | -3.1% | -0.1% | -3.0% | -3.0% |
| 30D | +2.7% | -10.0% | +12.7% | +10.0% |
| 3M | +10.8% | -1.6% | +12.4% | +10.3% |
| 6M | +14.4% | -3.1% | +17.5% | +13.4% |
| YTD | +8.7% | +4.6% | +4.1% | +1.5% |
| 1Y | +6.7% | +3.3% | +3.4% | +0.4% |
| 3Y | +87.4% | +46.6% | +40.8% | +34.0% |
| All | -28.1% | +157.3% | -185.4% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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