+185.8%
HON vs ARKK
+350.7%
-165.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.4% | -0.9% |
| 7D | -2.6% | -4.7% | +2.1% | -1.4% |
| 30D | -11.9% | +3.1% | -14.9% | -12.7% |
| 3M | -6.1% | +13.8% | -19.8% | -9.5% |
| 6M | -19.2% | +14.0% | -33.1% | -22.4% |
| YTD | +0.2% | +8.0% | -7.8% | -2.8% |
| 1Y | -1.5% | +9.9% | -11.4% | -5.4% |
| 3Y | +17.9% | +90.2% | -72.2% | -5.4% |
| 5Y | +1.9% | -29.9% | +31.8% | +4.7% |
| 10Y | +135.2% | +329.1% | -193.9% | +5.0% |
| All | +185.8% | +350.7% | -165.0% | +23.8% |
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