+666.4%
HPE vs ARKK
+364.9%
+301.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.8% | -4.5% | -5.6% |
| 7D | +1.4% | -4.7% | +6.1% | +3.3% |
| 30D | +1.5% | +3.1% | -1.5% | +0.3% |
| 3M | +21.7% | +13.8% | +8.0% | +15.6% |
| 6M | +164.2% | +14.0% | +150.2% | +149.8% |
| YTD | +132.1% | +8.0% | +124.1% | +123.5% |
| 1Y | +130.6% | +9.9% | +120.7% | +120.2% |
| 3Y | +244.1% | +90.2% | +154.0% | +163.9% |
| 5Y | +340.8% | -29.9% | +370.7% | +358.2% |
| 10Y | +500.2% | +329.1% | +171.1% | +89.4% |
| All | +666.4% | +364.9% | +301.6% | +126.7% |
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