+368.8%
ORCL vs TKO
+958.6%
-589.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | -0.1% |
| 7D | +10.9% | +0.7% | +10.2% | +10.7% |
| 30D | +7.0% | +0.9% | +6.1% | +6.7% |
| 3M | -21.2% | -6.2% | -15.0% | -20.5% |
| 6M | +7.4% | -5.6% | +13.0% | +8.2% |
| YTD | -16.3% | -7.8% | -8.4% | -15.5% |
| 1Y | -32.3% | -1.2% | -31.1% | -33.0% |
| 3Y | +32.6% | +106.5% | -74.0% | +11.2% |
| 5Y | +93.1% | +310.4% | -217.3% | +36.8% |
| 10Y | +368.8% | +987.5% | -618.8% | +174.5% |
| All | +368.8% | +958.6% | -589.8% | +174.5% |
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