+319.2%
ARKK vs STLD
+1,229.1%
-909.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.8% | -6.1% | -3.7% |
| 7D | -4.0% | -4.7% | +0.7% | -2.3% |
| 30D | -14.0% | -0.9% | -13.0% | -13.6% |
| 3M | -4.2% | -11.9% | +7.7% | -0.2% |
| 6M | -2.6% | +0.9% | -3.5% | -4.2% |
| YTD | +0.2% | +40.4% | -40.2% | -13.4% |
| 1Y | -6.9% | +56.6% | -63.5% | -22.8% |
| 3Y | +94.1% | +125.5% | -31.4% | +39.8% |
| 5Y | -32.7% | +292.8% | -325.6% | -60.7% |
| 10Y | +308.8% | +787.1% | -478.2% | +64.5% |
| All | +319.2% | +1,229.1% | -909.9% | +52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling