+378.2%
VRTX vs ARKK
+306.9%
+71.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.2% | -0.2% |
| 7D | -1.6% | -0.6% | -0.9% | -1.4% |
| 30D | +8.0% | -11.2% | +19.3% | +11.4% |
| 3M | +4.3% | -9.2% | +13.5% | +6.5% |
| 6M | +18.9% | -3.9% | +22.8% | +18.8% |
| YTD | +18.8% | -2.5% | +21.3% | +17.4% |
| 1Y | +24.0% | -2.7% | +26.7% | +22.5% |
| 3Y | +42.1% | +87.9% | -45.8% | +8.3% |
| 5Y | +187.6% | -35.7% | +223.2% | +213.8% |
| 10Y | +485.4% | +299.2% | +186.2% | +37.1% |
| All | +378.2% | +306.9% | +71.2% | +6.4% |
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