+331.8%
ARKK vs STZ
-11.3%
+343.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +1.1% |
| 7D | -3.1% | -4.5% | +1.4% | -1.4% |
| 30D | +2.7% | -8.6% | +11.3% | +6.1% |
| 3M | +10.8% | -13.8% | +24.5% | +16.5% |
| 6M | +14.4% | -17.2% | +31.5% | +21.3% |
| YTD | +8.7% | -9.4% | +18.0% | +9.3% |
| 1Y | +6.7% | -11.9% | +18.6% | +8.4% |
| 3Y | +87.4% | -49.6% | +137.0% | +140.6% |
| 5Y | -29.5% | -37.2% | +7.7% | -17.8% |
| All | +331.8% | -11.3% | +343.1% | +332.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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