+116.4%
HPE vs ARKK
-5.7%
+122.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.1% | -5.7% | -5.7% |
| 7D | -17.0% | -6.7% | -10.3% | -13.6% |
| 30D | -26.7% | -13.4% | -13.4% | -20.7% |
| 3M | -4.1% | +4.7% | -8.9% | -6.1% |
| 6M | +75.4% | +2.7% | +72.7% | +72.8% |
| YTD | +111.0% | +4.5% | +106.5% | +103.8% |
| 1Y | +116.4% | -3.7% | +120.2% | +120.1% |
| All | +116.4% | -5.7% | +122.1% | +120.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling