+679.0%
BEN vs TKO
+1,406.3%
-727.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.6% | -1.0% |
| 7D | +3.4% | +0.7% | +2.7% | +3.1% |
| 30D | +1.8% | +0.9% | +0.9% | +1.4% |
| 3M | +8.4% | -6.2% | +14.5% | +9.5% |
| 6M | +35.6% | -5.6% | +41.3% | +36.5% |
| YTD | +46.4% | -7.8% | +54.2% | +47.8% |
| 1Y | +46.3% | -1.2% | +47.5% | +45.0% |
| 3Y | +54.6% | +106.5% | -51.9% | +26.8% |
| 5Y | +39.4% | +310.4% | -271.0% | -3.8% |
| 10Y | +57.6% | +987.5% | -930.0% | -19.0% |
| All | +679.0% | +1,406.3% | -727.4% | +169.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling