+476.2%
STX vs ARKK
-35.9%
+512.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -2.3% |
| 7D | +14.6% | -0.6% | +15.2% | +15.1% |
| 30D | -26.0% | -11.2% | -14.7% | -21.5% |
| 3M | -42.6% | -9.2% | -33.4% | -39.8% |
| 6M | -35.3% | -3.9% | -31.3% | -33.5% |
| YTD | +92.5% | -2.5% | +95.0% | +96.3% |
| 1Y | +102.4% | -2.7% | +105.1% | +106.7% |
| 3Y | +673.8% | +87.9% | +585.9% | +508.9% |
| All | +476.2% | -35.9% | +512.0% | +417.2% |
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