+51.8%
BEN vs TKO
+989.7%
-937.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -3.1% | +2.3% | -5.4% | -3.6% |
| 30D | +0.2% | -2.5% | +2.7% | +0.6% |
| 3M | +6.8% | -10.6% | +17.4% | +9.2% |
| 6M | +38.1% | -5.1% | +43.2% | +38.8% |
| YTD | +44.3% | -8.2% | +52.6% | +45.9% |
| 1Y | +42.6% | -4.4% | +47.0% | +42.4% |
| 3Y | +52.3% | +100.4% | -48.1% | +25.2% |
| 5Y | +37.6% | +294.3% | -256.7% | -6.3% |
| All | +51.8% | +989.7% | -937.9% | -28.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling