+140.0%
TRV vs ARKK
+87.8%
+52.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.6% |
| 7D | -1.5% | -4.7% | +3.2% | -1.3% |
| 30D | -1.8% | +3.1% | -4.9% | -1.9% |
| 3M | +21.6% | +13.8% | +7.8% | +20.8% |
| 6M | +22.5% | +14.0% | +8.5% | +21.3% |
| YTD | +28.1% | +8.0% | +20.2% | +27.4% |
| 1Y | +37.0% | +9.9% | +27.1% | +35.5% |
| All | +140.0% | +87.8% | +52.2% | +124.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling