-27.2%
ARKK vs LUNR
+48.7%
-75.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.5% | +0.7% |
| 7D | -3.1% | -3.1% | 0.0% | -2.9% |
| 30D | +2.7% | -15.3% | +18.1% | +3.4% |
| 3M | +10.8% | -53.2% | +63.9% | +13.9% |
| 6M | +14.4% | -22.2% | +36.6% | +14.8% |
| YTD | +8.7% | -11.6% | +20.2% | +8.2% |
| 1Y | +6.7% | +68.4% | -61.7% | +3.9% |
| 3Y | +87.4% | +216.8% | -129.4% | +80.4% |
| All | -27.2% | +48.7% | -75.9% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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