+89.7%
ARKK vs LDOS
+32.3%
+57.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.3% | +5.5% | +3.8% |
| 7D | -6.6% | -7.2% | +0.7% | -4.7% |
| 30D | -14.5% | +16.8% | -31.4% | -18.8% |
| 3M | -0.4% | -1.6% | +1.2% | -0.5% |
| 6M | -5.2% | -1.0% | -4.2% | -5.3% |
| YTD | -1.9% | -25.8% | +23.9% | +8.3% |
| 1Y | -6.7% | -31.1% | +24.3% | +5.9% |
| 3Y | +89.7% | +32.8% | +56.9% | +64.8% |
| All | +89.7% | +32.3% | +57.5% | +64.8% |
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