-15.5%
HAL vs ARKK
+367.9%
-383.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | +2.9% | +1.9% | +1.0% | +2.2% |
| 30D | +17.0% | +13.2% | +3.9% | +11.8% |
| 3M | -9.7% | +7.7% | -17.3% | -12.8% |
| 6M | +8.6% | +15.1% | -6.4% | +1.4% |
| YTD | +33.0% | +12.1% | +20.9% | +24.8% |
| 1Y | +68.3% | +14.9% | +53.4% | +55.0% |
| 3Y | +0.1% | +99.3% | -99.2% | -28.4% |
| 5Y | +102.6% | -29.9% | +132.5% | +117.0% |
| 10Y | +3.8% | +351.6% | -347.8% | -68.5% |
| All | -15.5% | +367.9% | -383.3% | -75.8% |
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 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