+87.4%
ARKK vs LH
+58.7%
+28.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | -0.1% |
| 7D | -3.1% | -4.7% | +1.6% | -0.8% |
| 30D | +2.7% | -3.5% | +6.2% | +4.5% |
| 3M | +10.8% | +17.7% | -6.9% | +2.2% |
| 6M | +14.4% | +15.8% | -1.4% | +6.2% |
| YTD | +8.7% | +25.1% | -16.4% | -3.8% |
| 1Y | +6.7% | +12.5% | -5.8% | 0.0% |
| 3Y | +87.4% | +59.8% | +27.6% | +44.0% |
| All | +87.4% | +58.7% | +28.7% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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