+9,127.2%
UNH vs TKO
+1,395.0%
+7,732.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -1.1% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | -3.5% | -2.6% | -0.8% | -3.2% |
| 3M | -4.2% | -7.8% | +3.6% | -3.4% |
| 6M | +38.3% | -7.0% | +45.3% | +39.1% |
| YTD | +19.2% | -8.5% | +27.8% | +20.0% |
| 1Y | +15.0% | -1.3% | +16.3% | +14.5% |
| 3Y | -14.5% | +105.0% | -119.5% | -23.5% |
| 5Y | +4.6% | +292.9% | -288.3% | -15.2% |
| 10Y | +241.1% | +979.3% | -738.2% | +134.1% |
| All | +9,127.2% | +1,395.0% | +7,732.2% | +4,751.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling