-22.2%
ARKK vs LTH
+160.9%
-183.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | +1.9% | -0.6% | +2.6% | +2.1% |
| 30D | +13.2% | -4.6% | +17.8% | +15.3% |
| 3M | +7.7% | +32.8% | -25.1% | -7.2% |
| 6M | +15.1% | +64.6% | -49.6% | -12.1% |
| YTD | +12.1% | +62.6% | -50.6% | -14.3% |
| 1Y | +14.9% | +49.9% | -35.0% | -9.1% |
| 3Y | +99.3% | +151.3% | -52.0% | +15.6% |
| All | -22.2% | +160.9% | -183.0% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling