+11.9%
ARKK vs LBRT
+124.0%
-112.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -4.8% | -2.1% |
| 7D | +1.4% | +10.2% | -8.8% | +0.3% |
| 30D | +5.1% | +4.9% | +0.3% | +4.4% |
| 3M | +12.7% | -21.2% | +34.0% | +14.7% |
| 6M | +13.8% | -19.9% | +33.8% | +14.7% |
| YTD | +9.9% | +20.8% | -10.8% | +4.0% |
| All | +11.9% | +124.0% | -112.1% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 1y: compounded portfolio wealth divided by compounded LBRT 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…
1y analysis · Full analysis span regression · 6 months rolling