+168.9%
HBAN vs ARKK
+353.6%
-184.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -1.0% | -3.1% | +2.1% | 0.0% |
| 30D | -5.6% | +2.7% | -8.3% | -6.7% |
| 3M | -1.1% | +10.8% | -11.9% | -5.1% |
| 6M | +9.9% | +14.4% | -4.5% | +3.7% |
| YTD | -0.9% | +8.7% | -9.6% | -5.3% |
| 1Y | -1.4% | +6.7% | -8.1% | -5.9% |
| 3Y | +78.2% | +87.4% | -9.2% | +36.5% |
| 5Y | +37.0% | -29.5% | +66.5% | +37.8% |
| 10Y | +158.9% | +331.8% | -172.9% | -10.2% |
| All | +168.9% | +353.6% | -184.6% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling