+87.4%
ARKK vs LVS
-7.9%
+95.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -3.1% | -3.5% | +0.4% | -1.7% |
| 30D | +2.7% | -6.2% | +9.0% | +5.3% |
| 3M | +10.8% | -14.8% | +25.6% | +17.8% |
| 6M | +14.4% | -20.9% | +35.2% | +25.1% |
| YTD | +8.7% | -33.0% | +41.7% | +26.8% |
| 1Y | +6.7% | -20.0% | +26.8% | +13.9% |
| 3Y | +87.4% | -6.9% | +94.3% | +69.6% |
| All | +87.4% | -7.9% | +95.3% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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