+279.2%
TKO vs BUD
+44.8%
+234.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | +0.2% |
| 7D | +2.3% | -2.6% | +5.0% | +2.9% |
| 30D | -2.5% | -1.2% | -1.3% | -2.2% |
| 3M | -10.6% | -4.9% | -5.7% | -9.8% |
| 6M | -5.1% | +9.3% | -14.3% | -7.1% |
| YTD | -8.2% | +24.0% | -32.2% | -12.6% |
| 1Y | -4.4% | +34.5% | -39.0% | -10.6% |
| 3Y | +100.4% | +43.7% | +56.7% | +81.5% |
| All | +279.2% | +44.8% | +234.4% | +239.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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