+317.7%
ARKK vs STLD
+802.0%
-484.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.3% |
| 7D | -2.4% | -0.5% | -1.9% | -2.1% |
| 30D | -10.8% | -0.1% | -10.8% | -10.8% |
| 3M | -2.6% | -9.2% | +6.5% | +0.5% |
| 6M | -1.9% | +1.8% | -3.7% | -4.0% |
| YTD | +2.0% | +42.1% | -40.1% | -13.3% |
| 1Y | -4.4% | +58.5% | -62.9% | -22.2% |
| 3Y | +97.5% | +128.2% | -30.7% | +37.9% |
| 5Y | -32.0% | +288.2% | -320.2% | -62.0% |
| 10Y | +317.7% | +799.8% | -482.1% | +55.0% |
| All | +317.7% | +802.0% | -484.3% | +55.0% |
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