-29.9%
ARKK vs STLA
-63.7%
+33.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -4.7% | -3.8% | -0.9% | -3.0% |
| 30D | +3.1% | -3.1% | +6.2% | +4.4% |
| 3M | +13.8% | -19.6% | +33.4% | +25.0% |
| 6M | +14.0% | -23.5% | +37.4% | +27.2% |
| YTD | +8.0% | -51.5% | +59.5% | +45.8% |
| 1Y | +9.9% | -39.7% | +49.6% | +28.8% |
| 3Y | +90.2% | -66.3% | +156.5% | +190.6% |
| 5Y | -29.9% | -63.1% | +33.2% | -11.5% |
| All | -29.9% | -63.7% | +33.8% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 5y: compounded portfolio wealth divided by compounded STLA 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…
5y analysis · Full analysis span regression · 6 months rolling