+37.0%
HPQ vs ARKK
+89.0%
-52.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.6% | +7.8% | +8.2% |
| 7D | +9.8% | -3.1% | +12.8% | +10.8% |
| 30D | +22.4% | +2.7% | +19.6% | +21.0% |
| 3M | +45.2% | +10.8% | +34.4% | +39.5% |
| 6M | +96.4% | +14.4% | +82.0% | +85.7% |
| YTD | +65.4% | +8.7% | +56.7% | +58.4% |
| 1Y | +31.6% | +6.7% | +24.8% | +26.3% |
| 3Y | +37.0% | +87.4% | -50.4% | +1.2% |
| All | +37.0% | +89.0% | -52.0% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling