+369.5%
VRTX vs ARKK
+367.1%
+2.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | -3.4% | +3.6% | -7.0% | -4.5% |
| 30D | +6.6% | +8.4% | -1.8% | +4.0% |
| 3M | +19.4% | +13.4% | +6.0% | +14.5% |
| 6M | +15.8% | +18.9% | -3.1% | +9.0% |
| YTD | +16.7% | +11.9% | +4.8% | +11.4% |
| 1Y | +33.8% | +13.1% | +20.7% | +26.6% |
| 3Y | +54.2% | +97.1% | -42.9% | +16.5% |
| 5Y | +176.4% | -27.8% | +204.2% | +193.9% |
| 10Y | +443.5% | +338.5% | +105.1% | +28.1% |
| All | +369.5% | +367.1% | +2.4% | +1.0% |
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