+282.9%
QCOM vs TKO
+989.7%
-706.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +2.8% |
| 7D | +7.8% | +2.3% | +5.5% | +7.2% |
| 30D | +12.2% | -2.5% | +14.7% | +12.8% |
| 3M | -9.9% | -10.6% | +0.7% | -7.6% |
| 6M | +36.9% | -5.1% | +42.0% | +37.4% |
| YTD | +8.0% | -8.2% | +16.3% | +9.0% |
| 1Y | +15.0% | -4.4% | +19.5% | +14.4% |
| 3Y | +75.8% | +100.4% | -24.5% | +39.1% |
| 5Y | +42.2% | +294.3% | -252.1% | -9.9% |
| All | +282.9% | +989.7% | -706.8% | +95.2% |
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 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