+32.5%
PFE vs ARKK
+329.1%
-296.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.3% |
| 7D | -4.0% | -4.7% | +0.7% | -3.5% |
| 30D | +3.9% | +3.1% | +0.8% | +3.4% |
| 3M | +9.9% | +13.8% | -3.9% | +8.0% |
| 6M | +5.3% | +14.0% | -8.7% | +3.2% |
| YTD | +16.8% | +8.0% | +8.8% | +15.0% |
| 1Y | +20.4% | +9.9% | +10.5% | +18.0% |
| 3Y | -2.1% | +90.2% | -92.2% | -12.4% |
| 5Y | -21.0% | -29.9% | +8.9% | -20.3% |
| All | +32.5% | +329.1% | -296.6% | -25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling