+354.4%
ARKK vs HALO
+999.5%
-645.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -3.1% | -2.7% | -0.3% | -2.2% |
| 30D | +2.7% | +5.3% | -2.6% | +1.1% |
| 3M | +10.8% | +51.6% | -40.8% | -3.3% |
| 6M | +14.4% | +61.3% | -46.9% | -2.3% |
| YTD | +8.7% | +59.3% | -50.6% | -7.2% |
| 1Y | +6.7% | +38.3% | -31.5% | -5.1% |
| 3Y | +87.4% | +185.9% | -98.5% | +24.4% |
| 5Y | -29.5% | +159.9% | -189.4% | -52.1% |
| 10Y | +331.8% | +965.6% | -633.8% | +104.8% |
| All | +354.4% | +999.5% | -645.0% | +114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 all: compounded portfolio wealth divided by compounded HALO 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…
all analysis · Full analysis span regression · 6 months rolling