+132.3%
HON vs ARKK
+331.8%
-199.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | -3.5% | -3.1% | -0.4% | -2.7% |
| 30D | -13.8% | +2.7% | -16.5% | -14.5% |
| 3M | -11.7% | +10.8% | -22.4% | -14.3% |
| 6M | -18.7% | +14.4% | -33.1% | -22.0% |
| YTD | +0.2% | +8.7% | -8.4% | -2.8% |
| 1Y | -3.1% | +6.7% | -9.8% | -6.1% |
| 3Y | +17.0% | +87.4% | -70.4% | -5.1% |
| 5Y | +2.0% | -29.5% | +31.5% | +4.9% |
| All | +132.3% | +331.8% | -199.5% | +13.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling