+368.8%
ARKK vs STLD
+1,259.3%
-890.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.6% | -0.5% |
| 7D | +1.9% | +3.1% | -1.2% | +0.7% |
| 30D | +13.2% | -9.0% | +22.2% | +16.6% |
| 3M | +7.7% | -12.4% | +20.0% | +11.8% |
| 6M | +15.1% | +25.5% | -10.4% | +4.3% |
| YTD | +12.1% | +43.6% | -31.5% | -3.9% |
| 1Y | +14.9% | +87.2% | -72.3% | -10.8% |
| 3Y | +99.3% | +135.2% | -35.9% | +41.4% |
| 5Y | -29.9% | +290.9% | -320.8% | -59.1% |
| 10Y | +351.6% | +1,113.5% | -761.8% | +69.2% |
| All | +368.8% | +1,259.3% | -890.5% | +69.2% |
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