+804.2%
IWM vs TKO
+2,693.3%
-1,889.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.0% | -5.5% | -1.7% |
| 7D | +1.4% | +7.2% | -5.7% | -0.4% |
| 30D | -2.3% | +4.7% | -7.0% | -3.5% |
| 3M | +4.0% | -3.2% | +7.2% | +4.4% |
| 6M | +17.9% | -2.9% | +20.8% | +18.0% |
| YTD | +20.2% | -5.8% | +26.0% | +20.9% |
| 1Y | +25.0% | -1.1% | +26.0% | +23.8% |
| 3Y | +66.0% | +111.1% | -45.1% | +33.0% |
| 5Y | +40.0% | +315.6% | -275.5% | -7.3% |
| 10Y | +166.9% | +978.5% | -811.6% | +27.8% |
| All | +804.2% | +2,693.3% | -1,889.1% | +151.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling