+25.0%
HL vs ARKK
-5.7%
+30.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +0.1% | +13.1% | +13.1% |
| 7D | +0.2% | -6.7% | +6.9% | +7.4% |
| 30D | -12.1% | -13.4% | +1.3% | +1.6% |
| 3M | -2.8% | +4.7% | -7.5% | -7.8% |
| 6M | -14.9% | +2.7% | -17.7% | -16.8% |
| YTD | -22.0% | +4.5% | -26.5% | -24.4% |
| 1Y | +25.0% | -3.7% | +28.8% | +26.0% |
| All | +25.0% | -5.7% | +30.7% | +26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling