+7.6%
INDA vs TKO
+102.7%
-95.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | -2.7% | +2.3% | -5.0% | -2.8% |
| 30D | -2.8% | -2.5% | -0.3% | -2.6% |
| 3M | +1.6% | -10.6% | +12.2% | +2.2% |
| 6M | -1.4% | -5.1% | +3.6% | -1.4% |
| YTD | -10.1% | -8.2% | -1.9% | -10.0% |
| 1Y | -8.8% | -4.4% | -4.3% | -8.8% |
| 3Y | +7.6% | +100.4% | -92.8% | +7.2% |
| All | +7.6% | +102.7% | -95.1% | +7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling