+310.3%
ARKK vs LDOS
+514.9%
-204.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.3% | +5.5% | +4.1% |
| 7D | -6.6% | -7.2% | +0.7% | -3.9% |
| 30D | -14.5% | +16.8% | -31.4% | -20.3% |
| 3M | -0.4% | -1.6% | +1.2% | -0.6% |
| 6M | -5.2% | -1.0% | -4.2% | -6.4% |
| YTD | -1.9% | -25.8% | +23.9% | +8.7% |
| 1Y | -6.7% | -31.1% | +24.3% | +6.7% |
| 3Y | +89.7% | +32.8% | +56.9% | +58.7% |
| 5Y | -37.3% | +49.4% | -86.7% | -51.3% |
| 10Y | +324.8% | +253.9% | +70.9% | +130.1% |
| All | +310.3% | +514.9% | -204.6% | +93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling