+19.6%
STM vs ARKK
+91.2%
-71.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | +0.3% |
| 7D | +1.7% | +1.4% | +0.3% | +0.7% |
| 30D | -5.2% | +5.1% | -10.3% | -8.4% |
| 3M | -29.6% | +12.7% | -42.4% | -34.3% |
| 6M | +54.4% | +13.8% | +40.5% | +42.6% |
| YTD | +99.5% | +9.9% | +89.6% | +87.6% |
| 1Y | +100.8% | +10.4% | +90.4% | +86.2% |
| All | +19.6% | +91.2% | -71.7% | -20.7% |
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