-49.4%
UPST vs TKO
+5.6%
-55.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.4% | +6.1% | +7.2% |
| 7D | -3.1% | +11.3% | -14.4% | -9.7% |
| 30D | -4.0% | +9.3% | -13.3% | -9.4% |
| 3M | -22.9% | +5.3% | -28.2% | -25.7% |
| 6M | -27.1% | +4.9% | -32.0% | -30.3% |
| YTD | -46.5% | -6.3% | -40.2% | -44.6% |
| 1Y | -49.4% | +4.9% | -54.3% | -54.1% |
| All | -49.4% | +5.6% | -55.1% | -54.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling