+103.6%
HAL vs ARKK
-31.2%
+134.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.1% | -2.5% |
| 7D | -3.3% | -4.7% | +1.4% | -2.4% |
| 30D | +7.2% | +3.1% | +4.2% | +6.5% |
| 3M | -8.8% | +13.8% | -22.6% | -11.5% |
| 6M | +3.0% | +14.0% | -11.0% | -0.6% |
| YTD | +29.4% | +8.0% | +21.4% | +26.1% |
| 1Y | +62.8% | +9.9% | +52.9% | +57.3% |
| 3Y | -6.4% | +90.2% | -96.6% | -20.6% |
| 5Y | +103.6% | -29.9% | +133.5% | +95.8% |
| All | +103.6% | -31.2% | +134.8% | +95.8% |
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