+317.7%
ARKK vs SUI
+120.9%
+196.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.2% |
| 7D | -2.4% | -2.4% | +0.1% | -1.2% |
| 30D | -10.8% | +3.3% | -14.2% | -13.1% |
| 3M | -2.6% | +0.7% | -3.3% | -3.9% |
| 6M | -1.9% | -4.1% | +2.2% | -1.5% |
| YTD | +2.0% | -1.8% | +3.8% | +0.8% |
| 1Y | -4.4% | -4.1% | -0.3% | -4.3% |
| 3Y | +97.5% | +17.4% | +80.1% | +70.3% |
| 5Y | -32.0% | -27.0% | -5.0% | -23.3% |
| 10Y | +317.7% | +121.2% | +196.5% | +235.1% |
| All | +317.7% | +120.9% | +196.8% | +235.1% |
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