-0.7%
PFE vs ARKK
+91.2%
-92.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.7% | +0.1% |
| 7D | -4.3% | +1.4% | -5.7% | -4.4% |
| 30D | +2.7% | +5.1% | -2.4% | +2.1% |
| 3M | +10.0% | +12.7% | -2.8% | +8.4% |
| 6M | +7.2% | +13.8% | -6.7% | +5.3% |
| YTD | +17.3% | +9.9% | +7.4% | +15.5% |
| 1Y | +20.3% | +10.4% | +9.9% | +18.0% |
| All | -0.7% | +91.2% | -92.0% | -10.9% |
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