+11.3%
SBUX vs ARKK
+89.0%
-77.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -5.5% | -3.1% | -2.4% | -4.7% |
| 30D | -8.5% | +2.7% | -11.2% | -9.3% |
| 3M | -2.9% | +10.8% | -13.7% | -6.2% |
| 6M | -1.5% | +14.4% | -15.9% | -6.4% |
| YTD | +19.4% | +8.7% | +10.7% | +14.8% |
| 1Y | +22.9% | +6.7% | +16.2% | +17.7% |
| 3Y | +11.3% | +87.4% | -76.1% | -19.9% |
| All | +11.3% | +89.0% | -77.7% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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