+310.3%
ARKK vs SUI
+213.8%
+96.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.5% | +4.6% | +3.9% |
| 7D | -6.6% | +6.2% | -12.8% | -9.4% |
| 30D | -14.5% | +8.6% | -23.1% | -18.5% |
| 3M | -0.4% | +1.0% | -1.4% | -1.7% |
| 6M | -5.2% | -2.6% | -2.6% | -5.5% |
| YTD | -1.9% | -0.1% | -1.8% | -3.7% |
| 1Y | -6.7% | +0.5% | -7.2% | -8.8% |
| 3Y | +89.7% | +15.3% | +74.5% | +68.0% |
| 5Y | -37.3% | -26.1% | -11.1% | -30.5% |
| 10Y | +324.8% | +117.8% | +207.0% | +240.1% |
| All | +310.3% | +213.8% | +96.5% | +204.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling