+329.1%
ARKK vs STLD
+1,117.5%
-788.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | -4.7% | -3.6% | -1.0% | -3.3% |
| 30D | +3.1% | -10.1% | +13.1% | +6.8% |
| 3M | +13.8% | -11.4% | +25.2% | +17.7% |
| 6M | +14.0% | +30.8% | -16.9% | +1.0% |
| YTD | +8.0% | +40.7% | -32.7% | -7.6% |
| 1Y | +9.9% | +80.8% | -70.8% | -14.9% |
| 3Y | +90.2% | +140.2% | -50.0% | +30.8% |
| 5Y | -29.9% | +288.5% | -318.4% | -60.7% |
| All | +329.1% | +1,117.5% | -788.4% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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