+563.1%
HPE vs ARKK
+331.8%
+231.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.6% | +11.8% | +12.2% |
| 7D | +19.4% | -3.1% | +22.5% | +20.8% |
| 30D | +5.6% | +2.7% | +2.9% | +4.4% |
| 3M | +33.1% | +10.8% | +22.3% | +27.8% |
| 6M | +192.5% | +14.4% | +178.1% | +176.7% |
| YTD | +160.9% | +8.7% | +152.3% | +151.1% |
| 1Y | +155.0% | +6.7% | +148.2% | +146.6% |
| 3Y | +289.4% | +87.4% | +202.0% | +203.0% |
| 5Y | +395.7% | -29.5% | +425.1% | +411.2% |
| All | +563.1% | +331.8% | +231.3% | +151.0% |
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