+361.6%
LRCX vs ARKK
+89.0%
+272.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | -0.4% |
| 7D | -3.1% | -3.1% | 0.0% | -0.9% |
| 30D | -8.6% | +2.7% | -11.3% | -10.5% |
| 3M | -17.7% | +10.8% | -28.4% | -23.1% |
| 6M | +36.4% | +14.4% | +22.0% | +25.0% |
| YTD | +74.5% | +8.7% | +65.9% | +65.0% |
| 1Y | +159.4% | +6.7% | +152.7% | +148.4% |
| 3Y | +361.6% | +87.4% | +274.2% | +204.4% |
| All | +361.6% | +89.0% | +272.6% | +204.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling