+1,568.0%
LITE vs ARKK
+301.0%
+1,267.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.1% | -2.0% |
| 7D | +22.6% | +4.6% | +18.0% | +19.5% |
| 30D | -36.8% | -12.2% | -24.5% | -29.8% |
| 3M | -33.0% | -6.0% | -27.0% | -29.3% |
| 6M | -37.1% | -2.2% | -34.9% | -34.9% |
| YTD | +69.5% | -0.5% | +70.0% | +71.3% |
| 1Y | +146.1% | -6.0% | +152.1% | +160.3% |
| 3Y | +1,440.8% | +92.5% | +1,348.3% | +967.7% |
| 5Y | +580.4% | -34.4% | +614.8% | +741.7% |
| All | +1,568.0% | +301.0% | +1,267.0% | +218.6% |
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