-28.1%
ARKK vs LULU
-76.9%
+48.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | -0.4% |
| 7D | -3.1% | -1.6% | -1.4% | -2.3% |
| 30D | +2.7% | -18.1% | +20.8% | +11.5% |
| 3M | +10.8% | -18.8% | +29.5% | +19.8% |
| 6M | +14.4% | -39.2% | +53.6% | +42.5% |
| YTD | +8.7% | -52.4% | +61.0% | +53.2% |
| 1Y | +6.7% | -40.3% | +47.0% | +31.4% |
| 3Y | +87.4% | -75.1% | +162.5% | +243.3% |
| All | -28.1% | -76.9% | +48.8% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling