+87.4%
ARKK vs LUV
+40.8%
+46.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | 0.0% |
| 7D | -3.1% | -1.0% | -2.1% | -2.7% |
| 30D | +2.7% | -12.4% | +15.1% | +8.3% |
| 3M | +10.8% | -11.0% | +21.7% | +15.6% |
| 6M | +14.4% | -5.0% | +19.4% | +15.4% |
| YTD | +8.7% | -3.8% | +12.4% | +6.7% |
| 1Y | +6.7% | +25.9% | -19.2% | -8.8% |
| 3Y | +87.4% | +42.2% | +45.2% | +25.6% |
| All | +87.4% | +40.8% | +46.6% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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