-23.0%
HAL vs ARKK
+306.9%
-329.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.0% | +5.1% | +3.8% |
| 7D | +6.1% | -0.6% | +6.7% | +6.2% |
| 30D | +2.9% | -11.2% | +14.1% | +6.7% |
| 3M | +3.3% | -9.2% | +12.5% | +5.7% |
| 6M | -16.9% | -3.9% | -13.0% | -17.5% |
| YTD | +21.2% | -2.5% | +23.7% | +18.4% |
| 1Y | +27.5% | -2.7% | +30.3% | +24.5% |
| 3Y | -6.4% | +87.9% | -94.3% | -32.0% |
| 5Y | +58.0% | -35.7% | +93.7% | +71.4% |
| 10Y | -14.6% | +299.2% | -313.8% | -73.2% |
| All | -23.0% | +306.9% | -329.9% | -77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling