+234.8%
SBUX vs ARKK
+350.7%
-116.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.2% |
| 7D | -6.2% | -4.7% | -1.6% | -4.8% |
| 30D | -6.4% | +3.1% | -9.5% | -7.6% |
| 3M | +1.0% | +13.8% | -12.7% | -3.9% |
| 6M | -0.4% | +14.0% | -14.3% | -6.0% |
| YTD | +20.0% | +8.0% | +12.0% | +14.8% |
| 1Y | +22.8% | +9.9% | +12.8% | +15.7% |
| 3Y | +12.3% | +90.2% | -77.9% | -16.1% |
| 5Y | -6.4% | -29.9% | +23.5% | -6.9% |
| 10Y | +126.5% | +329.1% | -202.6% | -4.5% |
| All | +234.8% | +350.7% | -116.0% | +37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling