+129.4%
LITE vs ARKK
-5.4%
+134.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.7% | +6.0% | +6.2% |
| 7D | -12.9% | 0.0% | -12.9% | -11.8% |
| 30D | -46.0% | -11.9% | -34.1% | -38.6% |
| 3M | -33.0% | -0.6% | -32.5% | -31.4% |
| 6M | -34.0% | -0.2% | -33.9% | -32.6% |
| YTD | +61.7% | +2.7% | +59.1% | +57.3% |
| All | +129.4% | -5.4% | +134.8% | +166.3% |
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