+696.9%
AVGO vs TKO
+291.2%
+405.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.2% |
| 7D | +1.1% | +2.3% | -1.2% | +0.6% |
| 30D | -13.0% | -2.5% | -10.5% | -12.7% |
| 3M | -6.0% | -10.6% | +4.6% | -3.8% |
| 6M | +6.4% | -5.1% | +11.4% | +6.8% |
| YTD | +5.0% | -8.2% | +13.2% | +5.8% |
| 1Y | +1.4% | -4.4% | +5.8% | +0.7% |
| 3Y | +336.8% | +100.4% | +236.4% | +260.8% |
| All | +696.9% | +291.2% | +405.7% | +352.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 5y: compounded portfolio wealth divided by compounded TKO 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…
5y analysis · Full analysis span regression · 6 months rolling