+87.4%
ARKK vs LULU
-75.0%
+162.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | 0.0% |
| 7D | -3.1% | -1.6% | -1.4% | -2.6% |
| 30D | +2.7% | -18.1% | +20.8% | +8.3% |
| 3M | +10.8% | -18.8% | +29.5% | +16.6% |
| 6M | +14.4% | -39.2% | +53.6% | +31.8% |
| YTD | +8.7% | -52.4% | +61.0% | +35.3% |
| 1Y | +6.7% | -40.3% | +47.0% | +22.6% |
| 3Y | +87.4% | -75.1% | +162.5% | +163.7% |
| All | +87.4% | -75.0% | +162.4% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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