+97.1%
ARKK vs STLD
+141.4%
-44.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.6% | +0.2% |
| 7D | +3.6% | +2.7% | +1.0% | +2.3% |
| 30D | +8.4% | -8.4% | +16.8% | +12.1% |
| 3M | +13.4% | -9.9% | +23.3% | +17.3% |
| 6M | +18.9% | +33.0% | -14.1% | +0.5% |
| YTD | +11.9% | +42.6% | -30.7% | -9.8% |
| 1Y | +13.1% | +80.8% | -67.7% | -20.3% |
| 3Y | +97.1% | +143.4% | -46.4% | +16.5% |
| All | +97.1% | +141.4% | -44.4% | +16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling