+1,009.8%
LITE vs ARKK
-29.5%
+1,039.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.1% |
| 7D | +12.6% | +3.6% | +9.0% | +10.2% |
| 30D | +9.9% | +8.4% | +1.6% | +4.8% |
| 3M | +9.3% | +13.4% | -4.2% | +2.2% |
| 6M | +75.2% | +18.9% | +56.3% | +59.5% |
| YTD | +165.5% | +11.9% | +153.6% | +147.2% |
| 1Y | +555.0% | +13.1% | +541.9% | +512.1% |
| 3Y | +1,870.5% | +97.1% | +1,773.4% | +1,316.8% |
| 5Y | +1,009.8% | -27.8% | +1,037.6% | +851.4% |
| All | +1,009.8% | -29.5% | +1,039.3% | +851.4% |
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