Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HKHC (Horizon Kinetics Holding Corporation) | 21.12% | -38.86% | -28.74% | -51.33% | -25.64% | -12.09% | -11.59% | … | … |
Data as of 06/11/2026, Common starting date is 11/10/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKHC (Horizon Kinetics Holding Corporation) | 11/10/1999 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | -38.86 | -28.74 | -51.33 | -25.64 | -12.09 | -11.59 | … | … | 21.12 | -33.81 | -91.53 | 322.73 | -86.16 | -13.59 | 0.00 | -27.84 | -12.07 | 101.39 | 2.13 | 50.00 | 46.87 | 137.04 | 58.82 | -15.00 | 0.00 | 33.33 | -75.81 | -27.06 | -11.46 | 60.00 | -16.67 | 44.00 | 25.00 | -28.89 | -21.74 | 4.55 |
| Sharpe Ratio | NA | -0.80 | -0.17 | -0.32 | -0.21 | NA | NA | … | … | 1.04 | -0.86 | -0.31 | 2.14 | -0.78 | -0.14 | 0.00 | -0.43 | -0.19 | 1.61 | 0.03 | 0.75 | 0.74 | 1.27 | 0.38 | -0.08 | 0.00 | 0.17 | -0.57 | -0.33 | -0.23 | 1.00 | -0.22 | 0.55 | 0.24 | -0.34 | -0.23 | 0.16 |
| Standard Deviation(%) | NA | 41.64 | 195.13 | 168.91 | 130.33 | NA | NA | … | … | 47.34 | 43.14 | 313.18 | 150.96 | 113.03 | 97.50 | 90.65 | 67.35 | 71.32 | 63.11 | 62.08 | 66.56 | 63.17 | 107.83 | 154.25 | 186.63 | 187.33 | 193.16 | 133.61 | 91.78 | 64.37 | 57.99 | 81.03 | 78.69 | 98.30 | 92.49 | 112.39 | 210.01 |
| Draw Down(%) | NA | 49.52 | 95.40 | 98.37 | 98.65 | NA | NA | … | … | 25.42 | 49.61 | 95.40 | 43.33 | 88.13 | 67.00 | 50.00 | 70.86 | 46.41 | 29.83 | 41.34 | 33.79 | 35.00 | 42.11 | 62.50 | 69.23 | 60.78 | 60.00 | 85.33 | 53.57 | 36.28 | 19.35 | 48.00 | 37.93 | 57.14 | 53.23 | 67.30 | 33.33 |
| Yield(%) | 0.00 | 0.90 | 106.83 | 4.84 | 4.58 | 8.55 | 3.77 | … | … | 1.05 | 0.96 | 5.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKHC (Horizon Kinetics Holding Corporation) |
-71.60%
Aug 2021 – Aug 2024 |
-52.74%
May 2021 – May 2026 |
-27.10%
Dec 2015 – Dec 2025 |
-12.32%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKHC (Horizon Kinetics Holding Corporation) |
124.31%
Sep 2012 – Sep 2015 |
77.83%
Sep 2012 – Sep 2017 |
35.48%
Mar 2009 – Mar 2019 |
13.67%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart