-24.5%
ARKK vs LTH
+150.5%
-175.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.1% | -4.0% | +0.9% | -1.2% |
| 30D | +2.7% | -5.3% | +8.0% | +5.1% |
| 3M | +10.8% | +19.0% | -8.3% | +0.7% |
| 6M | +14.4% | +55.8% | -41.4% | -10.2% |
| YTD | +8.7% | +56.1% | -47.5% | -15.3% |
| 1Y | +6.7% | +41.3% | -34.5% | -13.1% |
| 3Y | +87.4% | +156.6% | -69.2% | +7.2% |
| All | -24.5% | +150.5% | -175.0% | -60.6% |
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