+22.2%
LQD vs ARKK
+331.8%
-309.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.1% |
| 7D | -1.1% | -3.1% | +2.0% | -0.9% |
| 30D | -1.3% | +2.7% | -4.0% | -1.5% |
| 3M | -3.2% | +10.8% | -14.0% | -3.9% |
| 6M | -2.1% | +14.4% | -16.5% | -3.2% |
| YTD | -2.4% | +8.7% | -11.0% | -3.2% |
| 1Y | -2.7% | +6.7% | -9.4% | -3.5% |
| 3Y | +14.2% | +87.4% | -73.2% | +7.9% |
| 5Y | -5.8% | -29.5% | +23.7% | -7.5% |
| All | +22.2% | +331.8% | -309.6% | +11.9% |
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