+1,560.7%
LLY vs ARKK
+329.1%
+1,231.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.2% |
| 7D | -3.2% | -4.7% | +1.5% | -2.5% |
| 30D | -7.4% | +3.1% | -10.5% | -7.9% |
| 3M | -1.0% | +13.8% | -14.8% | -3.2% |
| 6M | +12.5% | +14.0% | -1.4% | +9.8% |
| YTD | +5.0% | +8.0% | -3.0% | +3.1% |
| 1Y | +49.8% | +9.9% | +39.8% | +46.1% |
| 3Y | +95.5% | +90.2% | +5.3% | +72.1% |
| 5Y | +390.7% | -29.9% | +420.6% | +404.0% |
| All | +1,560.7% | +329.1% | +1,231.6% | +817.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling