-29.4%
ARKK vs LII
+21.2%
-50.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.7% | -0.3% |
| 7D | +1.4% | +0.5% | +0.9% | +1.1% |
| 30D | +5.1% | -11.2% | +16.3% | +12.7% |
| 3M | +12.7% | -28.8% | +41.5% | +34.5% |
| 6M | +13.8% | -26.9% | +40.7% | +31.5% |
| YTD | +9.9% | -22.2% | +32.1% | +19.8% |
| 1Y | +10.4% | -32.0% | +42.4% | +31.7% |
| 3Y | +93.6% | -0.4% | +94.0% | +56.2% |
| 5Y | -29.4% | +22.4% | -51.8% | -62.1% |
| All | -29.4% | +21.2% | -50.5% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling