+48.8%
PFE vs ARKK
+293.0%
-244.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.4% |
| 7D | -1.7% | -0.6% | -1.1% | -1.7% |
| 30D | +0.3% | -11.2% | +11.6% | +1.6% |
| 3M | +9.4% | -9.2% | +18.6% | +10.3% |
| 6M | +14.9% | -3.9% | +18.8% | +14.8% |
| YTD | +23.8% | -2.5% | +26.3% | +23.1% |
| 1Y | +19.5% | -2.7% | +22.2% | +18.8% |
| 3Y | +21.0% | +87.9% | -66.9% | +8.4% |
| 5Y | -23.9% | -35.7% | +11.8% | -22.6% |
| All | +48.8% | +293.0% | -244.2% | -6.8% |
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 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