+87.4%
ARKK vs LEN
-27.3%
+114.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | -0.2% |
| 7D | -3.1% | -4.8% | +1.7% | -1.4% |
| 30D | +2.7% | -6.6% | +9.3% | +5.1% |
| 3M | +10.8% | -15.7% | +26.4% | +17.1% |
| 6M | +14.4% | -16.6% | +31.0% | +21.0% |
| YTD | +8.7% | -21.3% | +30.0% | +15.9% |
| 1Y | +6.7% | -42.0% | +48.8% | +28.1% |
| 3Y | +87.4% | -27.9% | +115.3% | +65.8% |
| All | +87.4% | -27.3% | +114.7% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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