+1,172.1%
LITE vs ARKK
+85.5%
+1,086.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.2% | +2.5% | +2.9% |
| 7D | -35.9% | -6.6% | -29.4% | -31.1% |
| 30D | -51.5% | -14.5% | -37.0% | -43.3% |
| 3M | -35.7% | -0.4% | -35.4% | -34.6% |
| 6M | -43.0% | -5.2% | -37.8% | -39.3% |
| YTD | +46.1% | -1.9% | +48.0% | +47.9% |
| 1Y | +124.7% | -6.7% | +131.5% | +140.8% |
| 3Y | +1,172.1% | +89.7% | +1,082.3% | +586.5% |
| All | +1,172.1% | +85.5% | +1,086.6% | +586.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling