+36.3%
HBAN vs ARKK
-29.6%
+65.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -1.0% | -3.1% | +2.1% | -0.1% |
| 30D | -5.6% | +2.7% | -8.3% | -6.6% |
| 3M | -1.1% | +10.8% | -11.9% | -4.7% |
| 6M | +9.9% | +14.4% | -4.5% | +4.4% |
| YTD | -0.9% | +8.7% | -9.6% | -4.8% |
| 1Y | -1.4% | +6.7% | -8.1% | -5.4% |
| 3Y | +78.2% | +87.4% | -9.2% | +40.6% |
| All | +36.3% | -29.6% | +65.9% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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