+87.9%
ARKK vs STZ
-34.9%
+122.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.0% |
| 7D | -0.6% | +2.6% | -3.2% | -0.8% |
| 30D | -11.2% | +15.2% | -26.4% | -12.4% |
| 3M | -9.2% | +7.6% | -16.8% | -9.7% |
| 6M | -3.9% | +5.3% | -9.2% | -4.3% |
| YTD | -2.5% | +8.6% | -11.2% | -5.5% |
| 1Y | -2.7% | +15.6% | -18.3% | -7.5% |
| 3Y | +87.9% | -35.2% | +123.1% | +99.2% |
| All | +87.9% | -34.9% | +122.8% | +99.2% |
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 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