+228.7%
HL vs ARKK
-29.6%
+258.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.5% |
| 7D | -4.4% | -3.1% | -1.3% | -3.1% |
| 30D | +9.3% | +2.7% | +6.6% | +8.3% |
| 3M | +32.0% | +10.8% | +21.2% | +27.3% |
| 6M | -6.4% | +14.4% | -20.8% | -10.3% |
| YTD | +3.1% | +8.7% | -5.5% | +1.2% |
| 1Y | +77.6% | +6.7% | +70.8% | +75.0% |
| 3Y | +392.8% | +87.4% | +305.4% | +283.2% |
| All | +228.7% | -29.6% | +258.3% | +208.2% |
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