+368.8%
ARKK vs LDOS
+514.6%
-145.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | +1.9% | -5.4% | +7.3% | +4.2% |
| 30D | +13.2% | +4.9% | +8.3% | +10.6% |
| 3M | +7.7% | +7.2% | +0.5% | +3.5% |
| 6M | +15.1% | -24.2% | +39.3% | +28.1% |
| YTD | +12.1% | -25.8% | +37.9% | +25.1% |
| 1Y | +14.9% | -24.7% | +39.6% | +27.3% |
| 3Y | +99.3% | +39.3% | +60.0% | +64.2% |
| 5Y | -29.9% | +43.3% | -73.2% | -44.3% |
| 10Y | +351.6% | +278.6% | +73.0% | +140.5% |
| All | +368.8% | +514.6% | -145.8% | +122.9% |
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