+551.8%
LITE vs ARKK
+10.9%
+540.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.8% | +2.4% |
| 7D | +13.6% | +1.4% | +12.2% | +12.0% |
| 30D | +21.6% | +5.1% | +16.4% | +16.5% |
| 3M | +20.3% | +12.7% | +7.6% | +9.5% |
| 6M | +54.4% | +13.8% | +40.5% | +39.0% |
| YTD | +168.3% | +9.9% | +158.4% | +144.7% |
| 1Y | +551.8% | +10.4% | +541.4% | +554.2% |
| All | +551.8% | +10.9% | +540.9% | +554.2% |
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 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