-28.1%
ARKK vs LVS
+8.6%
-36.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -3.1% | -3.5% | +0.4% | -1.3% |
| 30D | +2.7% | -6.2% | +9.0% | +5.9% |
| 3M | +10.8% | -14.8% | +25.6% | +19.3% |
| 6M | +14.4% | -20.9% | +35.2% | +27.4% |
| YTD | +8.7% | -33.0% | +41.7% | +30.5% |
| 1Y | +6.7% | -20.0% | +26.8% | +15.5% |
| 3Y | +87.4% | -6.9% | +94.3% | +78.4% |
| All | -28.1% | +8.6% | -36.7% | -43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling