+97.1%
ARKK vs LII
+2.8%
+94.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.4% |
| 7D | +3.6% | +2.1% | +1.5% | +2.7% |
| 30D | +8.4% | -12.4% | +20.8% | +14.5% |
| 3M | +13.4% | -24.8% | +38.2% | +25.4% |
| 6M | +18.9% | -25.2% | +44.1% | +30.6% |
| YTD | +11.9% | -20.3% | +32.2% | +17.7% |
| 1Y | +13.1% | -32.9% | +46.0% | +30.3% |
| 3Y | +97.1% | +2.0% | +95.0% | +76.7% |
| All | +97.1% | +2.8% | +94.3% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling