+368.8%
ARKK vs THC
+371.9%
-3.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.6% | -1.2% |
| 7D | +1.9% | -0.7% | +2.6% | +2.1% |
| 30D | +13.2% | +1.3% | +11.9% | +12.8% |
| 3M | +7.7% | +64.2% | -56.6% | -5.2% |
| 6M | +15.1% | +8.3% | +6.8% | +11.5% |
| YTD | +12.1% | +33.4% | -21.3% | +2.7% |
| 1Y | +14.9% | +37.7% | -22.7% | +4.0% |
| 3Y | +99.3% | +236.8% | -137.5% | +41.3% |
| 5Y | -29.9% | +249.3% | -279.2% | -52.1% |
| 10Y | +351.6% | +995.2% | -643.6% | +116.0% |
| All | +368.8% | +371.9% | -3.1% | +152.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling