-43.0%
KHC vs ARKK
+349.9%
-393.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -2.2% | +3.6% | -5.8% | -2.5% |
| 30D | -0.1% | +8.4% | -8.5% | -0.9% |
| 3M | +8.3% | +13.4% | -5.1% | +6.9% |
| 6M | +5.0% | +18.9% | -13.9% | +2.9% |
| YTD | +8.0% | +11.9% | -3.9% | +6.3% |
| 1Y | -1.1% | +13.1% | -14.2% | -3.1% |
| 3Y | -10.7% | +97.1% | -107.8% | -19.4% |
| 5Y | -13.5% | -27.8% | +14.3% | -9.3% |
| 10Y | -55.4% | +338.5% | -393.9% | -73.8% |
| All | -43.0% | +349.9% | -393.0% | -67.0% |
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