-21.2%
BSX vs ARKK
+89.0%
-110.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -10.1% | -3.1% | -7.0% | -9.6% |
| 30D | -16.4% | +2.7% | -19.1% | -16.8% |
| 3M | -8.9% | +10.8% | -19.6% | -10.7% |
| 6M | -38.3% | +14.4% | -52.7% | -40.1% |
| YTD | -54.9% | +8.7% | -63.6% | -55.9% |
| 1Y | -58.8% | +6.7% | -65.6% | -59.8% |
| 3Y | -21.2% | +87.4% | -108.6% | -32.8% |
| All | -21.2% | +89.0% | -110.2% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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