+331.8%
ARKK vs LPLA
+1,251.7%
-919.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | -0.2% |
| 7D | -3.1% | -1.5% | -1.5% | -2.4% |
| 30D | +2.7% | -6.0% | +8.7% | +5.3% |
| 3M | +10.8% | +24.0% | -13.3% | +0.4% |
| 6M | +14.4% | +17.0% | -2.6% | +5.4% |
| YTD | +8.7% | -0.7% | +9.3% | +7.0% |
| 1Y | +6.7% | +2.1% | +4.6% | +3.5% |
| 3Y | +87.4% | +48.7% | +38.7% | +52.5% |
| 5Y | -29.5% | +151.2% | -180.7% | -55.6% |
| All | +331.8% | +1,251.7% | -919.9% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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