+1,316.6%
STX vs ARKK
+306.9%
+1,009.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -2.2% |
| 7D | +14.6% | -0.6% | +15.2% | +15.1% |
| 30D | -26.0% | -11.2% | -14.7% | -21.0% |
| 3M | -42.6% | -9.2% | -33.4% | -39.6% |
| 6M | -35.3% | -3.9% | -31.3% | -33.4% |
| YTD | +92.5% | -2.5% | +95.0% | +96.2% |
| 1Y | +102.4% | -2.7% | +105.1% | +106.7% |
| 3Y | +673.8% | +87.9% | +585.9% | +470.8% |
| 5Y | +463.1% | -35.7% | +498.7% | +524.2% |
| 10Y | +2,014.6% | +299.2% | +1,715.4% | +453.5% |
| All | +1,316.6% | +306.9% | +1,009.7% | +245.8% |
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