-13.6%
KHC vs ARKK
-29.6%
+16.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.9% |
| 7D | -1.0% | -3.1% | +2.1% | -1.0% |
| 30D | +1.9% | +2.7% | -0.8% | +1.9% |
| 3M | +3.2% | +10.8% | -7.6% | +3.1% |
| 6M | +10.0% | +14.4% | -4.4% | +9.9% |
| YTD | +6.7% | +8.7% | -2.0% | +6.6% |
| 1Y | -0.9% | +6.7% | -7.6% | -1.0% |
| 3Y | -13.6% | +87.4% | -101.0% | -14.6% |
| All | -13.6% | -29.6% | +16.0% | -18.1% |
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