+578.6%
BKR vs VRTX
+11,321.8%
-10,743.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | -0.3% |
| 7D | -1.5% | -6.4% | +4.9% | -0.8% |
| 30D | -0.7% | -0.5% | -0.1% | -0.6% |
| 3M | +0.5% | +16.9% | -16.4% | -1.5% |
| 6M | +6.6% | +13.1% | -6.4% | +4.8% |
| YTD | +41.3% | +14.9% | +26.3% | +38.4% |
| 1Y | +42.2% | +31.4% | +10.8% | +37.0% |
| 3Y | +83.4% | +51.9% | +31.5% | +71.9% |
| 5Y | +203.6% | +177.1% | +26.6% | +163.4% |
| 10Y | +139.9% | +456.3% | -316.3% | +88.7% |
| All | +578.6% | +11,321.8% | -10,743.2% | +203.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling