+97.5%
ARKK vs LDOS
+42.3%
+55.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | +1.9% | -5.4% | +7.3% | +3.7% |
| 30D | +13.2% | +4.9% | +8.3% | +11.2% |
| 3M | +7.7% | +7.2% | +0.5% | +4.8% |
| 6M | +15.1% | -24.2% | +39.3% | +27.7% |
| YTD | +12.1% | -25.8% | +37.9% | +24.6% |
| 1Y | +14.9% | -24.7% | +39.6% | +27.0% |
| All | +97.5% | +42.3% | +55.3% | +63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling