+86.2%
ARKK vs LPLA
+43.8%
+42.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | -4.7% | -3.7% | -1.0% | -3.2% |
| 30D | +3.1% | -6.4% | +9.4% | +5.7% |
| 3M | +13.8% | +20.2% | -6.4% | +4.6% |
| 6M | +14.0% | +12.8% | +1.1% | +6.8% |
| YTD | +8.0% | -2.5% | +10.5% | +7.8% |
| 1Y | +9.9% | +1.9% | +8.0% | +7.1% |
| All | +86.2% | +43.8% | +42.4% | +70.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling