+645.2%
HWM vs ARKK
-29.1%
+674.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.2% | +1.0% |
| 7D | -8.0% | +1.4% | -9.4% | -8.4% |
| 30D | -18.0% | +5.1% | -23.1% | -19.4% |
| 3M | -9.5% | +12.7% | -22.2% | -13.1% |
| 6M | -8.4% | +13.8% | -22.2% | -12.6% |
| YTD | +13.6% | +9.9% | +3.7% | +9.2% |
| 1Y | +30.2% | +10.4% | +19.8% | +24.4% |
| 3Y | +392.2% | +93.6% | +298.6% | +290.1% |
| 5Y | +645.2% | -29.4% | +674.6% | +570.3% |
| All | +645.2% | -29.1% | +674.2% | +570.3% |
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 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