-32.3%
ARKK vs LTH
+180.7%
-213.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.1% | -3.0% |
| 7D | -0.6% | -1.3% | +0.7% | -0.1% |
| 30D | -11.2% | +15.7% | -26.9% | -17.5% |
| 3M | -9.2% | +5.0% | -14.2% | -12.2% |
| 6M | -3.9% | +37.7% | -41.6% | -19.3% |
| YTD | -2.5% | +75.0% | -77.5% | -28.6% |
| 1Y | -2.7% | +82.6% | -85.4% | -30.4% |
| 3Y | +87.9% | +241.3% | -153.4% | -6.5% |
| 5Y | -35.7% | +135.4% | -171.1% | -68.5% |
| All | -32.3% | +180.7% | -213.0% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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