-13.8%
ARKK vs LCID
-97.1%
+83.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.2% | +7.2% | +0.3% |
| 7D | -0.6% | -10.2% | +9.6% | +1.7% |
| 30D | -11.2% | -10.2% | -1.1% | -9.7% |
| 3M | -9.2% | -54.1% | +44.9% | +8.1% |
| 6M | -3.9% | -53.8% | +49.8% | +9.5% |
| YTD | -2.5% | -72.0% | +69.5% | +23.7% |
| 1Y | -2.7% | -80.5% | +77.8% | +34.6% |
| 3Y | +87.9% | -92.6% | +180.5% | +192.8% |
| 5Y | -35.7% | -99.3% | +63.7% | +57.9% |
| All | -13.8% | -97.1% | +83.3% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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