+644.6%
STM vs ARKK
+329.1%
+315.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -0.5% |
| 7D | -1.1% | -4.7% | +3.6% | +1.9% |
| 30D | -7.8% | +3.1% | -10.9% | -9.8% |
| 3M | -28.2% | +13.8% | -42.0% | -33.4% |
| 6M | +52.0% | +14.0% | +38.0% | +40.5% |
| YTD | +96.4% | +8.0% | +88.4% | +87.0% |
| 1Y | +98.8% | +9.9% | +88.9% | +85.3% |
| 3Y | +18.3% | +90.2% | -71.9% | -25.3% |
| 5Y | +17.7% | -29.9% | +47.6% | +33.6% |
| All | +644.6% | +329.1% | +315.4% | +115.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling