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ARCC vs. STRD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ARCC vs. STRD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ares Capital Corporation (ARCC) and MicroStrategy Incorporated (STRD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


ARCC

1D
-0.85%
1M
1.04%
YTD
-3.03%
6M
-3.41%
1Y
-4.69%
3Y*
9.74%
5Y*
8.73%
10Y*
13.10%

STRD

1D
-4.57%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARCC vs. STRD - Yearly Performance Comparison


Correlation

The correlation between ARCC and STRD is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 28, 2026

0.45

Fundamentals

Market Cap

ARCC:

$13.37B

STRD:

$22.78B

EPS

ARCC:

$1.63

STRD:

-$38.95

PS Ratio

ARCC:

4.99

STRD:

43.47

PB Ratio

ARCC:

0.95

STRD:

0.62

Total Revenue (TTM)

ARCC:

$2.63B

STRD:

$490.47M

Gross Profit (TTM)

ARCC:

$1.86B

STRD:

$334.08M

EBITDA (TTM)

ARCC:

$2.05B

STRD:

$520.73M

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Return for Risk

ARCC vs. STRD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARCC
ARCC Risk / Return Rank: 3131
Overall Rank
ARCC Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
ARCC Sortino Ratio Rank: 2626
Sortino Ratio Rank
ARCC Omega Ratio Rank: 2626
Omega Ratio Rank
ARCC Calmar Ratio Rank: 3535
Calmar Ratio Rank
ARCC Martin Ratio Rank: 3535
Martin Ratio Rank

STRD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARCC vs. STRD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and MicroStrategy Incorporated (STRD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ARCCSTRDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.97

Calmar ratioReturn relative to maximum drawdown

-0.24

Martin ratioReturn relative to average drawdown

-0.44

ARCC vs. STRD - Sharpe Ratio Comparison


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Drawdowns

ARCC vs. STRD - Drawdown Comparison

The maximum ARCC drawdown since its inception was -79.36%, which is greater than STRD's maximum drawdown of -7.26%. Use the drawdown chart below to compare losses from any high point for ARCC and STRD.


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Drawdown Indicators


ARCCSTRDDifference

Max Drawdown

Largest peak-to-trough decline

-79.36%

-7.26%

-72.10%

Max Drawdown (1Y)

Largest decline over 1 year

-19.35%

Max Drawdown (3Y)

Largest decline over 3 years

-19.35%

Max Drawdown (5Y)

Largest decline over 5 years

-21.76%

Max Drawdown (10Y)

Largest decline over 10 years

-56.77%

Current Drawdown

Current decline from peak

-11.74%

-6.53%

-5.21%

Average Drawdown

Average peak-to-trough decline

-9.10%

-4.51%

-4.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.70%

Volatility

ARCC vs. STRD - Volatility Comparison


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Volatility by Period


ARCCSTRDDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.76%

Volatility (6M)

Calculated over the trailing 6-month period

14.83%

Volatility (1Y)

Calculated over the trailing 1-year period

18.49%

37.84%

-19.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.95%

37.84%

-17.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.58%

37.84%

-12.26%

Dividends

ARCC vs. STRD - Dividend Comparison

ARCC's dividend yield for the trailing twelve months is around 10.31%, while STRD has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ARCC
Ares Capital Corporation
10.31%9.49%8.77%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%
STRD
MicroStrategy Incorporated
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

ARCC vs. STRD - Financials Comparison

This section allows you to compare key financial metrics between Ares Capital Corporation and MicroStrategy Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


100.00M200.00M300.00M400.00M500.00M600.00M700.00M800.00M20222023202420252026
763.00M
124.30M
(ARCC) Total Revenue
(STRD) Total Revenue
Values in USD except per share items

Frequently Asked Questions


ARCC and STRD have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for ARCC and STRD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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