+279.2%
TKO vs HRB
+114.1%
+165.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.3% |
| 7D | +2.3% | -8.0% | +10.3% | +2.9% |
| 30D | -2.5% | -16.0% | +13.5% | -1.2% |
| 3M | -10.6% | +26.9% | -37.5% | -12.4% |
| 6M | -5.1% | +51.1% | -56.2% | -8.5% |
| YTD | -8.2% | +7.1% | -15.3% | -8.8% |
| 1Y | -4.4% | -9.6% | +5.2% | -3.5% |
| 3Y | +100.4% | +25.4% | +75.0% | +92.6% |
| All | +279.2% | +114.1% | +165.1% | +250.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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