-25.0%
ARKK vs LTH
+150.3%
-175.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.5% |
| 7D | -4.7% | -3.7% | -0.9% | -2.9% |
| 30D | +3.1% | -5.3% | +8.4% | +5.5% |
| 3M | +13.8% | +24.2% | -10.4% | +1.3% |
| 6M | +14.0% | +54.8% | -40.9% | -10.3% |
| YTD | +8.0% | +56.1% | -48.1% | -15.8% |
| 1Y | +9.9% | +45.5% | -35.6% | -11.8% |
| 3Y | +90.2% | +155.9% | -65.7% | +9.0% |
| All | -25.0% | +150.3% | -175.3% | -60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling