+293.0%
ARKK vs LDOS
+226.9%
+66.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.8% |
| 7D | -0.6% | -1.6% | +1.0% | 0.0% |
| 30D | -11.2% | +8.2% | -19.5% | -14.6% |
| 3M | -9.2% | -8.2% | -1.0% | -6.7% |
| 6M | -3.9% | +5.8% | -9.8% | -8.1% |
| YTD | -2.5% | -27.0% | +24.5% | +9.4% |
| 1Y | -2.7% | -31.0% | +28.3% | +12.0% |
| 3Y | +87.9% | +29.3% | +58.6% | +56.4% |
| 5Y | -35.7% | +48.7% | -84.4% | -51.2% |
| All | +293.0% | +226.9% | +66.1% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 10y: compounded portfolio wealth divided by compounded LDOS 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…
10y analysis · Full analysis span regression · 6 months rolling