+2.6%
HAL vs TKO
+989.7%
-987.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -3.3% | +2.3% | -5.6% | -4.0% |
| 30D | +8.2% | -2.5% | +10.6% | +8.7% |
| 3M | -9.4% | -10.6% | +1.2% | -6.9% |
| 6M | +0.6% | -5.1% | +5.7% | +1.0% |
| YTD | +28.6% | -8.2% | +36.8% | +29.9% |
| 1Y | +63.9% | -4.4% | +68.3% | +63.0% |
| 3Y | -7.1% | +100.4% | -107.5% | -29.4% |
| 5Y | +102.3% | +294.3% | -192.0% | +17.0% |
| All | +2.6% | +989.7% | -987.1% | -50.1% |
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