+354.4%
ARKK vs SU
+198.8%
+155.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | -3.1% | +2.2% | -5.3% | -3.6% |
| 30D | +2.7% | +8.4% | -5.7% | +0.6% |
| 3M | +10.8% | +12.1% | -1.3% | +7.1% |
| 6M | +14.4% | +19.7% | -5.3% | +7.9% |
| YTD | +8.7% | +58.4% | -49.8% | -5.0% |
| 1Y | +6.7% | +67.2% | -60.5% | -8.1% |
| 3Y | +87.4% | +125.0% | -37.6% | +47.4% |
| 5Y | -29.5% | +355.1% | -384.5% | -55.0% |
| 10Y | +331.8% | +263.7% | +68.1% | +181.0% |
| All | +354.4% | +198.8% | +155.7% | +191.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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