+68.9%
PFE vs ARKK
+367.9%
-299.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -1.1% |
| 7D | +1.8% | +1.9% | -0.2% | +1.5% |
| 30D | +10.2% | +13.2% | -3.0% | +8.4% |
| 3M | +12.7% | +7.7% | +5.0% | +11.3% |
| 6M | +10.5% | +15.1% | -4.5% | +8.0% |
| YTD | +20.2% | +12.1% | +8.1% | +17.6% |
| 1Y | +24.1% | +14.9% | +9.1% | +20.6% |
| 3Y | -3.6% | +99.3% | -102.9% | -15.1% |
| 5Y | -20.9% | -29.9% | +9.1% | -19.6% |
| 10Y | +35.8% | +351.6% | -315.8% | -27.4% |
| All | +68.9% | +367.9% | -299.0% | -12.7% |
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