+3,343.4%
STX vs ARKK
+331.8%
+3,011.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.4% | -4.0% |
| 7D | -2.3% | -3.1% | +0.8% | -1.0% |
| 30D | -5.5% | +2.7% | -8.2% | -6.8% |
| 3M | -4.3% | +10.8% | -15.1% | -8.6% |
| 6M | +115.6% | +14.4% | +101.2% | +103.4% |
| YTD | +202.2% | +8.7% | +193.5% | +190.7% |
| 1Y | +325.3% | +6.7% | +318.6% | +311.3% |
| 3Y | +1,283.9% | +87.4% | +1,196.5% | +923.3% |
| 5Y | +1,048.3% | -29.5% | +1,077.8% | +1,091.0% |
| All | +3,343.4% | +331.8% | +3,011.6% | +972.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling