+3,344.5%
LITE vs ARKK
+291.0%
+3,053.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -0.3% |
| 7D | -13.9% | -4.0% | -9.9% | -10.7% |
| 30D | -46.9% | -14.0% | -33.0% | -40.5% |
| 3M | -28.0% | -4.2% | -23.9% | -25.0% |
| 6M | -35.2% | -2.6% | -32.7% | -32.8% |
| YTD | +58.9% | +0.2% | +58.6% | +59.6% |
| 1Y | +125.3% | -6.9% | +132.2% | +139.3% |
| 3Y | +1,344.4% | +94.1% | +1,250.4% | +905.1% |
| 5Y | +541.2% | -32.7% | +573.9% | +664.7% |
| 10Y | +1,587.5% | +308.8% | +1,278.7% | +442.3% |
| All | +3,344.5% | +291.0% | +3,053.5% | +959.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling