+224.5%
BSX vs ARKK
+350.7%
-126.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.4% | -3.7% |
| 7D | -8.2% | -4.7% | -3.5% | -7.0% |
| 30D | -15.8% | +3.1% | -18.9% | -16.6% |
| 3M | -10.8% | +13.8% | -24.6% | -14.4% |
| 6M | -38.4% | +14.0% | -52.3% | -41.2% |
| YTD | -54.8% | +8.0% | -62.8% | -56.3% |
| 1Y | -59.0% | +9.9% | -69.0% | -60.9% |
| 3Y | -20.0% | +90.2% | -110.1% | -37.6% |
| 5Y | -3.1% | -29.9% | +26.8% | +1.2% |
| 10Y | +83.3% | +329.1% | -245.8% | -34.4% |
| All | +224.5% | +350.7% | -126.2% | +13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling