+59.2%
HAL vs ARKK
-35.9%
+95.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.0% | +5.1% | +3.5% |
| 7D | +6.1% | -0.6% | +6.7% | +6.2% |
| 30D | +2.9% | -11.2% | +14.1% | +4.9% |
| 3M | +3.3% | -9.2% | +12.5% | +4.7% |
| 6M | -16.9% | -3.9% | -13.0% | -17.1% |
| YTD | +21.2% | -2.5% | +23.7% | +19.9% |
| 1Y | +27.5% | -2.7% | +30.3% | +26.1% |
| 3Y | -6.4% | +87.9% | -94.3% | -20.3% |
| All | +59.2% | -35.9% | +95.0% | +58.1% |
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 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