+91.5%
OSCR vs TKO
+291.2%
-199.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +1.6% | +2.3% | -0.7% | +0.7% |
| 30D | +10.7% | -2.5% | +13.1% | +11.7% |
| 3M | +13.4% | -10.6% | +23.9% | +17.9% |
| 6M | +144.6% | -5.1% | +149.6% | +148.4% |
| YTD | +128.0% | -8.2% | +136.3% | +133.3% |
| 1Y | +68.7% | -4.4% | +73.1% | +69.8% |
| 3Y | +398.8% | +100.4% | +298.4% | +287.3% |
| All | +91.5% | +291.2% | -199.7% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling