-35.1%
ARKK vs THC
+258.4%
-293.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -0.6% | +1.0% | -1.6% | -0.9% |
| 30D | -11.2% | +5.3% | -16.5% | -12.9% |
| 3M | -9.2% | +7.1% | -16.3% | -11.7% |
| 6M | -3.9% | +46.0% | -50.0% | -17.7% |
| YTD | -2.5% | +43.9% | -46.4% | -17.3% |
| 1Y | -2.7% | +45.4% | -48.2% | -18.0% |
| 3Y | +87.9% | +421.3% | -333.4% | -18.4% |
| All | -35.1% | +258.4% | -293.5% | -68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling