+206.4%
HD vs ARKK
+331.8%
-125.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | -3.8% | -3.1% | -0.8% | -3.0% |
| 30D | -9.4% | +2.7% | -12.2% | -10.3% |
| 3M | -4.6% | +10.8% | -15.4% | -7.8% |
| 6M | -10.1% | +14.4% | -24.5% | -14.3% |
| YTD | -8.3% | +8.7% | -17.0% | -11.7% |
| 1Y | -25.0% | +6.7% | -31.8% | -28.1% |
| 3Y | +1.5% | +87.4% | -85.9% | -21.6% |
| 5Y | +5.6% | -29.5% | +35.0% | +6.9% |
| All | +206.4% | +331.8% | -125.4% | +39.4% |
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