+390.3%
HWM vs ARKK
+91.2%
+299.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.2% | +1.1% |
| 7D | -8.0% | +1.4% | -9.4% | -8.5% |
| 30D | -18.0% | +5.1% | -23.1% | -19.7% |
| 3M | -9.5% | +12.7% | -22.2% | -13.9% |
| 6M | -8.4% | +13.8% | -22.2% | -13.7% |
| YTD | +13.6% | +9.9% | +3.7% | +8.0% |
| 1Y | +30.2% | +10.4% | +19.8% | +22.7% |
| All | +390.3% | +91.2% | +299.0% | +244.2% |
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 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