-3.7%
ARKK vs HUM
+51.1%
-54.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -6.7% | +1.6% | -8.2% | -6.9% |
| 30D | -13.4% | +3.5% | -16.9% | -13.8% |
| 3M | +4.7% | +15.5% | -10.8% | +2.8% |
| 6M | +2.7% | +76.2% | -73.5% | -3.5% |
| YTD | +4.5% | +64.5% | -60.0% | -4.0% |
| 1Y | -3.7% | +50.0% | -53.8% | -9.6% |
| All | -3.7% | +51.1% | -54.8% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling