+4.5%
HD vs ARKK
-31.2%
+35.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.2% | -1.1% |
| 7D | -3.9% | -4.7% | +0.8% | -2.9% |
| 30D | -13.1% | +3.1% | -16.2% | -13.8% |
| 3M | -3.4% | +13.8% | -17.2% | -6.5% |
| 6M | -12.6% | +14.0% | -26.5% | -15.6% |
| YTD | -9.2% | +8.0% | -17.2% | -11.7% |
| 1Y | -23.9% | +9.9% | -33.9% | -26.8% |
| 3Y | +0.4% | +90.2% | -89.7% | -18.2% |
| 5Y | +4.5% | -29.9% | +34.4% | -7.7% |
| All | +4.5% | -31.2% | +35.7% | -7.7% |
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