+2,588.1%
LLY vs ARKK
+306.9%
+2,281.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.2% | +1.6% |
| 7D | +6.7% | -0.6% | +7.4% | +6.8% |
| 30D | +19.6% | -11.2% | +30.8% | +21.6% |
| 3M | +19.7% | -9.2% | +28.9% | +21.1% |
| 6M | +42.7% | -3.9% | +46.7% | +42.6% |
| YTD | +35.1% | -2.5% | +37.6% | +34.2% |
| 1Y | +42.2% | -2.7% | +44.9% | +41.1% |
| 3Y | +140.8% | +87.9% | +52.9% | +109.4% |
| 5Y | +480.6% | -35.7% | +516.2% | +504.8% |
| 10Y | +2,061.9% | +299.2% | +1,762.7% | +1,003.8% |
| All | +2,588.1% | +306.9% | +2,281.2% | +1,213.4% |
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 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