+308.8%
ARKK vs SUI
+117.1%
+191.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.9% |
| 7D | -4.0% | +3.4% | -7.4% | -5.8% |
| 30D | -14.0% | +4.6% | -18.6% | -16.6% |
| 3M | -4.2% | +1.6% | -5.7% | -5.8% |
| 6M | -2.6% | -3.5% | +0.9% | -2.4% |
| YTD | +0.2% | -1.0% | +1.2% | -1.3% |
| 1Y | -6.9% | -1.7% | -5.2% | -8.1% |
| 3Y | +94.1% | +18.4% | +75.7% | +66.6% |
| 5Y | -32.7% | -26.3% | -6.4% | -24.5% |
| 10Y | +308.8% | +123.3% | +185.5% | +226.6% |
| All | +308.8% | +117.1% | +191.7% | +226.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling