+490.8%
LITE vs ARKK
-37.0%
+527.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.2% | +2.5% | +3.8% |
| 7D | -35.9% | -6.6% | -29.4% | -32.6% |
| 30D | -51.5% | -14.5% | -37.0% | -46.0% |
| 3M | -35.7% | -0.4% | -35.4% | -34.7% |
| 6M | -43.0% | -5.2% | -37.8% | -40.1% |
| YTD | +46.1% | -1.9% | +48.0% | +48.8% |
| 1Y | +124.7% | -6.7% | +131.5% | +137.6% |
| 3Y | +1,172.1% | +89.7% | +1,082.3% | +864.9% |
| All | +490.8% | -37.0% | +527.8% | +485.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling