-3.8%
HAL vs ARKK
+91.2%
-95.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.3% |
| 7D | -1.3% | +1.4% | -2.7% | -1.7% |
| 30D | +10.9% | +5.1% | +5.8% | +9.4% |
| 3M | -5.8% | +12.7% | -18.6% | -9.1% |
| 6M | +8.1% | +13.8% | -5.7% | +3.5% |
| YTD | +33.2% | +9.9% | +23.3% | +28.4% |
| 1Y | +74.2% | +10.4% | +63.8% | +66.1% |
| All | -3.8% | +91.2% | -95.0% | -25.1% |
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