+98.8%
STM vs ARKK
+7.4%
+91.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -0.4% |
| 7D | -1.1% | -4.7% | +3.6% | +2.2% |
| 30D | -7.8% | +3.1% | -10.9% | -10.0% |
| 3M | -28.2% | +13.8% | -42.0% | -33.6% |
| 6M | +52.0% | +14.0% | +38.0% | +38.7% |
| YTD | +96.4% | +8.0% | +88.4% | +83.8% |
| 1Y | +98.8% | +9.9% | +88.9% | +84.0% |
| All | +98.8% | +7.4% | +91.4% | +84.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling