+30.6%
HD vs ARKK
+94.3%
-63.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.4% |
| 7D | -0.5% | +4.6% | -5.1% | -1.3% |
| 30D | +18.5% | -12.2% | +30.7% | +20.9% |
| 3M | +2.2% | -6.0% | +8.1% | +2.7% |
| 6M | +13.8% | -2.2% | +16.0% | +13.2% |
| YTD | +3.4% | -0.5% | +4.0% | +2.0% |
| 1Y | -3.5% | -6.0% | +2.5% | -3.9% |
| All | +30.6% | +94.3% | -63.7% | +3.0% |
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