+1,668.5%
LITE vs ARKK
+100.8%
+1,567.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +4.9% |
| 7D | -1.5% | +1.9% | -3.5% | -3.3% |
| 30D | +6.7% | +13.2% | -6.5% | -4.1% |
| 3M | -6.8% | +7.7% | -14.4% | -12.1% |
| 6M | +29.4% | +15.1% | +14.4% | +15.1% |
| YTD | +139.1% | +12.1% | +127.0% | +113.0% |
| 1Y | +521.0% | +14.9% | +506.1% | +445.2% |
| All | +1,668.5% | +100.8% | +1,567.7% | +802.0% |
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