-27.7%
ARKK vs LUNR
+51.5%
-79.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.4% | -1.7% |
| 7D | -4.7% | -0.5% | -4.1% | -4.7% |
| 30D | +3.1% | -11.3% | +14.3% | +3.5% |
| 3M | +13.8% | -44.9% | +58.7% | +16.2% |
| 6M | +14.0% | -17.3% | +31.3% | +14.1% |
| YTD | +8.0% | -9.9% | +17.9% | +7.4% |
| 1Y | +9.9% | +76.1% | -66.2% | +6.8% |
| 3Y | +90.2% | +240.0% | -149.8% | +82.9% |
| All | -27.7% | +51.5% | -79.2% | -25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling