+97.5%
ARKK vs LBRT
+21.3%
+76.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.5% | -1.4% |
| 7D | +1.9% | +8.7% | -6.8% | +0.1% |
| 30D | +13.2% | +6.6% | +6.6% | +11.4% |
| 3M | +7.7% | -34.5% | +42.2% | +16.5% |
| 6M | +15.1% | -24.5% | +39.6% | +19.1% |
| YTD | +12.1% | +12.7% | -0.6% | +4.2% |
| 1Y | +14.9% | +94.8% | -79.9% | -9.3% |
| All | +97.5% | +21.3% | +76.2% | +69.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling