-3.7%
ARKK vs THC
+46.1%
-49.9%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.6% | -9.5% | -0.3% |
| 7D | -6.7% | +8.8% | -15.5% | -7.0% |
| 30D | -13.4% | +12.6% | -26.0% | -13.8% |
| 3M | +4.7% | +15.4% | -10.7% | +4.0% |
| 6M | +2.7% | +57.7% | -54.9% | -0.3% |
| YTD | +4.5% | +47.1% | -42.6% | +2.4% |
| 1Y | -3.7% | +40.7% | -44.4% | -4.5% |
| All | -3.7% | +46.1% | -49.9% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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