+293.0%
ARKK vs LII
+169.1%
+123.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.6% |
| 7D | -0.6% | +2.9% | -3.6% | -2.1% |
| 30D | -11.2% | +0.9% | -12.1% | -12.5% |
| 3M | -9.2% | -15.5% | +6.3% | -1.4% |
| 6M | -3.9% | -30.2% | +26.3% | +12.8% |
| YTD | -2.5% | -26.8% | +24.3% | +9.0% |
| 1Y | -2.7% | -25.3% | +22.6% | +7.2% |
| 3Y | +87.9% | -7.8% | +95.7% | +74.3% |
| 5Y | -35.7% | +17.0% | -52.6% | -50.9% |
| All | +293.0% | +169.1% | +123.9% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling