+342.1%
HWM vs ARKK
+90.5%
+251.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +0.9% | -0.3% |
| 7D | +7.3% | -0.6% | +7.9% | +7.5% |
| 30D | +1.6% | -11.2% | +12.8% | +5.6% |
| 3M | -21.9% | -9.2% | -12.7% | -19.8% |
| 6M | -19.0% | -3.9% | -15.1% | -19.0% |
| YTD | +7.9% | -2.5% | +10.5% | +6.5% |
| 1Y | +9.9% | -2.7% | +12.7% | +8.5% |
| 3Y | +342.1% | +87.9% | +254.2% | +244.4% |
| All | +342.1% | +90.5% | +251.7% | +244.4% |
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