+302.0%
TRV vs ARKK
+331.8%
-29.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +2.0% |
| 7D | +1.9% | -3.1% | +5.0% | +2.3% |
| 30D | +1.7% | +2.7% | -1.0% | +1.3% |
| 3M | +23.9% | +10.8% | +13.1% | +21.9% |
| 6M | +26.3% | +14.4% | +11.9% | +23.3% |
| YTD | +30.8% | +8.7% | +22.2% | +28.3% |
| 1Y | +36.3% | +6.7% | +29.6% | +33.5% |
| 3Y | +145.0% | +87.4% | +57.6% | +115.7% |
| 5Y | +163.9% | -29.5% | +193.3% | +178.4% |
| All | +302.0% | +331.8% | -29.8% | +135.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling