+232.7%
LITE vs ARKK
-5.7%
+238.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.1% | -7.9% | -7.9% |
| 7D | -31.4% | -6.7% | -24.7% | -26.9% |
| 30D | -42.6% | -13.4% | -29.2% | -34.8% |
| 3M | -26.2% | +4.7% | -30.9% | -28.7% |
| 6M | -35.8% | +2.7% | -38.5% | -36.9% |
| YTD | +70.0% | +4.5% | +65.6% | +61.9% |
| 1Y | +232.7% | -3.7% | +236.5% | +281.0% |
| All | +232.7% | -5.7% | +238.4% | +281.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 1y: compounded portfolio wealth divided by compounded ARKK 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…
1y analysis · Full analysis span regression · 6 months rolling