+3,406.8%
LITE vs ARKK
+300.6%
+3,106.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.7% | +6.0% | +7.7% |
| 7D | -12.9% | 0.0% | -12.9% | -12.0% |
| 30D | -46.0% | -11.9% | -34.1% | -40.4% |
| 3M | -33.0% | -0.6% | -32.5% | -31.9% |
| 6M | -34.0% | -0.2% | -33.9% | -32.7% |
| YTD | +61.7% | +2.7% | +59.1% | +60.1% |
| 1Y | +148.3% | -2.2% | +150.5% | +156.0% |
| 3Y | +1,408.5% | +102.0% | +1,306.5% | +924.8% |
| 5Y | +546.2% | -33.4% | +579.6% | +677.1% |
| 10Y | +1,533.3% | +327.1% | +1,206.2% | +413.2% |
| All | +3,406.8% | +300.6% | +3,106.2% | +962.6% |
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