+24.3%
HWM vs ARKK
+7.4%
+16.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.3% | -1.6% |
| 7D | -12.5% | -4.7% | -7.8% | -11.4% |
| 30D | -19.0% | +3.1% | -22.0% | -19.9% |
| 3M | -8.6% | +13.8% | -22.4% | -12.5% |
| 6M | -10.2% | +14.0% | -24.1% | -14.9% |
| YTD | +11.3% | +8.0% | +3.3% | +6.5% |
| 1Y | +24.3% | +9.9% | +14.3% | +22.3% |
| All | +24.3% | +7.4% | +16.9% | +22.3% |
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