+365.4%
STX vs ARKK
+15.4%
+350.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.4% | +7.0% |
| 7D | +2.4% | +1.9% | +0.4% | +1.0% |
| 30D | +1.4% | +13.2% | -11.8% | -7.0% |
| 3M | -8.2% | +7.7% | -15.9% | -12.7% |
| 6M | +127.0% | +15.1% | +112.0% | +105.2% |
| YTD | +209.1% | +12.1% | +197.1% | +184.0% |
| 1Y | +365.4% | +14.9% | +350.5% | +323.3% |
| All | +365.4% | +15.4% | +350.0% | +323.3% |
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