-29.4%
ARKK vs STT
+158.4%
-187.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +1.4% | +1.0% | +0.4% | +0.7% |
| 30D | +5.1% | +2.8% | +2.3% | +2.7% |
| 3M | +12.7% | +18.1% | -5.4% | -1.6% |
| 6M | +13.8% | +59.2% | -45.4% | -21.9% |
| YTD | +9.9% | +51.5% | -41.5% | -21.8% |
| 1Y | +10.4% | +75.7% | -65.3% | -30.2% |
| 3Y | +93.6% | +200.8% | -107.2% | -18.4% |
| 5Y | -29.4% | +155.8% | -185.1% | -68.8% |
| All | -29.4% | +158.4% | -187.8% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 5y: compounded portfolio wealth divided by compounded STT 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…
5y analysis · Full analysis span regression · 6 months rolling