-6.4%
HAL vs ARKK
+90.5%
-96.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.0% | +5.1% | +3.6% |
| 7D | +6.1% | -0.6% | +6.7% | +6.2% |
| 30D | +2.9% | -11.2% | +14.1% | +5.4% |
| 3M | +3.3% | -9.2% | +12.5% | +5.0% |
| 6M | -16.9% | -3.9% | -13.0% | -17.3% |
| YTD | +21.2% | -2.5% | +23.7% | +19.3% |
| 1Y | +27.5% | -2.7% | +30.3% | +25.4% |
| 3Y | -6.4% | +87.9% | -94.3% | -34.2% |
| All | -6.4% | +90.5% | -96.9% | -34.2% |
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