+1,092.8%
STX vs ARKK
-31.2%
+1,123.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -2.0% |
| 7D | +8.0% | -4.7% | +12.7% | +10.0% |
| 30D | +5.1% | +3.1% | +2.0% | +3.6% |
| 3M | +5.8% | +13.8% | -8.0% | +0.4% |
| 6M | +124.9% | +14.0% | +111.0% | +113.6% |
| YTD | +213.9% | +8.0% | +205.9% | +203.7% |
| 1Y | +350.4% | +9.9% | +340.5% | +332.4% |
| 3Y | +1,314.2% | +90.2% | +1,224.1% | +983.7% |
| 5Y | +1,092.8% | -29.9% | +1,122.7% | +984.9% |
| All | +1,092.8% | -31.2% | +1,123.9% | +984.9% |
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