+392.8%
HL vs ARKK
+89.0%
+303.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.6% |
| 7D | -4.4% | -3.1% | -1.3% | -2.7% |
| 30D | +9.3% | +2.7% | +6.6% | +7.9% |
| 3M | +32.0% | +10.8% | +21.2% | +25.6% |
| 6M | -6.4% | +14.4% | -20.8% | -11.6% |
| YTD | +3.1% | +8.7% | -5.5% | +0.1% |
| 1Y | +77.6% | +6.7% | +70.8% | +72.9% |
| 3Y | +392.8% | +87.4% | +305.4% | +264.4% |
| All | +392.8% | +89.0% | +303.8% | +264.4% |
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 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