+49.9%
TRV vs ARKK
-5.7%
+55.5%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | +3.9% | -6.7% | +10.5% | +3.1% |
| 30D | +13.5% | -13.4% | +26.8% | +11.8% |
| 3M | +8.9% | +4.7% | +4.2% | +9.7% |
| 6M | +36.8% | +2.7% | +34.0% | +37.7% |
| YTD | +42.7% | +4.5% | +38.2% | +43.8% |
| 1Y | +49.9% | -3.7% | +53.6% | +50.4% |
| All | +49.9% | -5.7% | +55.5% | +50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling