+2,502.5%
LITE vs ARKK
+338.6%
+2,163.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.1% |
| 7D | +12.6% | +3.6% | +9.0% | +9.9% |
| 30D | +9.9% | +8.4% | +1.6% | +4.1% |
| 3M | +9.3% | +13.4% | -4.2% | +1.2% |
| 6M | +75.2% | +18.9% | +56.3% | +57.2% |
| YTD | +165.5% | +11.9% | +153.6% | +144.4% |
| 1Y | +555.0% | +13.1% | +541.9% | +504.2% |
| 3Y | +1,870.5% | +97.1% | +1,773.4% | +1,205.9% |
| 5Y | +1,009.8% | -27.8% | +1,037.6% | +1,160.1% |
| 10Y | +2,502.5% | +338.5% | +2,164.0% | +384.2% |
| All | +2,502.5% | +338.6% | +2,163.9% | +384.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling