+379.1%
V vs TKO
+989.7%
-610.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -1.2% | +2.3% | -3.5% | -1.7% |
| 30D | +3.1% | -2.5% | +5.5% | +3.5% |
| 3M | +16.3% | -10.6% | +26.9% | +18.6% |
| 6M | +20.4% | -5.1% | +25.4% | +20.9% |
| YTD | +6.3% | -8.2% | +14.5% | +7.2% |
| 1Y | +8.7% | -4.4% | +13.1% | +8.5% |
| 3Y | +53.3% | +100.4% | -47.1% | +27.8% |
| 5Y | +71.1% | +294.3% | -223.2% | +19.0% |
| All | +379.1% | +989.7% | -610.5% | +181.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling