+396.0%
HPE vs ARKK
-29.6%
+425.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.6% | +11.8% | +12.2% |
| 7D | +19.4% | -3.1% | +22.5% | +20.7% |
| 30D | +5.6% | +2.7% | +2.9% | +4.6% |
| 3M | +33.1% | +10.8% | +22.3% | +28.2% |
| 6M | +192.5% | +14.4% | +178.1% | +178.0% |
| YTD | +160.9% | +8.7% | +152.3% | +151.9% |
| 1Y | +155.0% | +6.7% | +148.2% | +147.4% |
| 3Y | +289.4% | +87.4% | +202.0% | +214.9% |
| All | +396.0% | -29.6% | +425.6% | +317.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling