+86.2%
ARKK vs STZ
-49.0%
+135.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.6% | -2.1% |
| 7D | -4.7% | -4.1% | -0.6% | -4.1% |
| 30D | +3.1% | -7.6% | +10.6% | +4.3% |
| 3M | +13.8% | -12.3% | +26.1% | +16.0% |
| 6M | +14.0% | -16.3% | +30.3% | +16.9% |
| YTD | +8.0% | -8.4% | +16.3% | +6.4% |
| 1Y | +9.9% | -10.8% | +20.8% | +9.0% |
| All | +86.2% | -49.0% | +135.2% | +102.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling