+327.1%
ARKK vs LDOS
+262.7%
+64.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.3% | +3.7% |
| 7D | 0.0% | -5.8% | +5.9% | +2.4% |
| 30D | -11.9% | +11.6% | -23.4% | -16.3% |
| 3M | -0.6% | -1.0% | +0.4% | -1.0% |
| 6M | -0.2% | +5.1% | -5.2% | -4.0% |
| YTD | +2.7% | -24.0% | +26.7% | +13.4% |
| 1Y | -2.2% | -30.3% | +28.1% | +12.4% |
| 3Y | +102.0% | +37.0% | +65.1% | +64.0% |
| 5Y | -33.4% | +53.4% | -86.8% | -50.1% |
| 10Y | +327.1% | +252.0% | +75.1% | +117.4% |
| All | +327.1% | +262.7% | +64.4% | +117.4% |
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