+846.0%
STM vs ARKK
+367.9%
+478.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +2.9% | +2.5% |
| 7D | +5.8% | +1.9% | +3.9% | +4.4% |
| 30D | -1.0% | +13.2% | -14.2% | -8.8% |
| 3M | -33.3% | +7.7% | -40.9% | -35.8% |
| 6M | +57.4% | +15.1% | +42.3% | +44.6% |
| YTD | +102.2% | +12.1% | +90.1% | +87.9% |
| 1Y | +99.6% | +14.9% | +84.7% | +80.7% |
| 3Y | +14.5% | +99.3% | -84.8% | -30.1% |
| 5Y | +21.4% | -29.9% | +51.3% | +37.4% |
| 10Y | +695.0% | +351.6% | +343.3% | +99.3% |
| All | +846.0% | +367.9% | +478.1% | +133.7% |
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 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