+21.1%
STM vs ARKK
-29.1%
+50.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | +0.1% |
| 7D | +1.7% | +1.4% | +0.3% | +0.8% |
| 30D | -5.2% | +5.1% | -10.3% | -7.9% |
| 3M | -29.6% | +12.7% | -42.4% | -33.6% |
| 6M | +54.4% | +13.8% | +40.5% | +44.5% |
| YTD | +99.5% | +9.9% | +89.6% | +89.7% |
| 1Y | +100.8% | +10.4% | +90.4% | +89.0% |
| 3Y | +20.2% | +93.6% | -73.4% | -17.8% |
| 5Y | +21.1% | -29.4% | +50.5% | +19.5% |
| All | +21.1% | -29.1% | +50.2% | +19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling