-55.6%
KHC vs ARKK
+331.8%
-387.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.8% |
| 7D | -1.0% | -3.1% | +2.1% | -0.8% |
| 30D | +1.9% | +2.7% | -0.8% | +1.6% |
| 3M | +3.2% | +10.8% | -7.6% | +2.1% |
| 6M | +10.0% | +14.4% | -4.4% | +8.3% |
| YTD | +6.7% | +8.7% | -2.0% | +5.4% |
| 1Y | -0.9% | +6.7% | -7.6% | -2.2% |
| 3Y | -13.6% | +87.4% | -101.0% | -20.9% |
| 5Y | -12.8% | -29.5% | +16.6% | -8.2% |
| All | -55.6% | +331.8% | -387.4% | -71.4% |
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