+526.0%
HLT vs ARKK
+353.6%
+172.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.2% |
| 7D | -1.6% | -3.1% | +1.5% | -0.6% |
| 30D | -5.0% | +2.7% | -7.7% | -6.2% |
| 3M | -10.4% | +10.8% | -21.2% | -14.2% |
| 6M | +3.2% | +14.4% | -11.1% | -2.8% |
| YTD | +6.7% | +8.7% | -1.9% | +1.8% |
| 1Y | +10.3% | +6.7% | +3.5% | +4.7% |
| 3Y | +99.3% | +87.4% | +11.9% | +46.8% |
| 5Y | +143.7% | -29.5% | +173.1% | +146.5% |
| 10Y | +584.7% | +331.8% | +252.9% | +134.9% |
| All | +526.0% | +353.6% | +172.5% | +103.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling