+72.2%
BKR vs VRTX
+49.8%
+22.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -6.6% |
| 7D | -6.7% | -7.8% | +1.1% | -6.0% |
| 30D | -8.3% | -2.8% | -5.5% | -8.1% |
| 3M | -5.4% | +18.1% | -23.5% | -7.1% |
| 6M | +0.8% | +3.1% | -2.3% | +0.4% |
| YTD | +31.8% | +13.5% | +18.3% | +29.9% |
| 1Y | +28.6% | +32.4% | -3.9% | +24.7% |
| All | +72.2% | +49.8% | +22.4% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 3y: compounded portfolio wealth divided by compounded VRTX 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…
3y analysis · Full analysis span regression · 6 months rolling