-58.5%
HUBS vs ARKK
+89.0%
-147.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -9.0% | -3.1% | -5.9% | -7.5% |
| 30D | +7.2% | +2.7% | +4.5% | +5.8% |
| 3M | +20.9% | +10.8% | +10.1% | +13.8% |
| 6M | -13.0% | +14.4% | -27.4% | -20.5% |
| YTD | -43.8% | +8.7% | -52.5% | -47.2% |
| 1Y | -54.6% | +6.7% | -61.4% | -57.3% |
| 3Y | -58.5% | +87.4% | -145.9% | -69.6% |
| All | -58.5% | +89.0% | -147.5% | -69.6% |
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