+577.9%
HWM vs ARKK
-35.9%
+613.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +0.9% | -0.5% |
| 7D | +7.3% | -0.6% | +7.9% | +7.5% |
| 30D | +1.6% | -11.2% | +12.8% | +5.0% |
| 3M | -21.9% | -9.2% | -12.7% | -20.1% |
| 6M | -19.0% | -3.9% | -15.1% | -18.9% |
| YTD | +7.9% | -2.5% | +10.5% | +7.0% |
| 1Y | +9.9% | -2.7% | +12.7% | +9.0% |
| 3Y | +342.1% | +87.9% | +254.2% | +253.8% |
| All | +577.9% | -35.9% | +613.7% | +545.2% |
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