-27.8%
ARKK vs SUI
-32.1%
+4.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.7% |
| 7D | +3.6% | -3.1% | +6.7% | +5.6% |
| 30D | +8.4% | -2.3% | +10.7% | +9.7% |
| 3M | +13.4% | -2.8% | +16.3% | +14.2% |
| 6M | +18.9% | -12.4% | +31.3% | +27.8% |
| YTD | +11.9% | -3.3% | +15.2% | +12.3% |
| 1Y | +13.1% | -5.8% | +18.9% | +15.0% |
| 3Y | +97.1% | +12.5% | +84.6% | +65.7% |
| 5Y | -27.8% | -32.9% | +5.1% | -12.3% |
| All | -27.8% | -32.1% | +4.4% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling