+2,445.0%
TKR vs SPY
+3,040.6%
-595.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | -2.4% | -2.0% | -0.4% | -0.1% |
| 30D | -7.8% | -1.7% | -6.2% | -6.0% |
| 3M | -10.5% | +4.7% | -15.2% | -15.2% |
| 6M | +16.3% | +12.5% | +3.8% | +1.8% |
| YTD | +41.7% | +11.7% | +30.0% | +25.1% |
| 1Y | +56.8% | +17.5% | +39.3% | +30.7% |
| 3Y | +69.3% | +76.6% | -7.3% | -11.9% |
| 5Y | +82.4% | +82.0% | +0.4% | -7.9% |
| 10Y | +338.9% | +317.1% | +21.8% | -9.2% |
| All | +2,445.0% | +3,040.6% | -595.6% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling