+2.1%
HD vs ARKK
+91.2%
-89.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.7% | -0.7% |
| 7D | -1.8% | +1.4% | -3.2% | -2.1% |
| 30D | -10.8% | +5.1% | -16.0% | -11.8% |
| 3M | -2.7% | +12.7% | -15.4% | -5.3% |
| 6M | -10.3% | +13.8% | -24.1% | -13.2% |
| YTD | -7.8% | +9.9% | -17.8% | -10.4% |
| 1Y | -23.1% | +10.4% | -33.5% | -26.0% |
| All | +2.1% | +91.2% | -89.1% | -17.0% |
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 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