-37.2%
TK price history and return analytics
+360.7%
-397.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.0% | +1.7% |
| 7D | -0.9% | -0.7% | -0.2% | +0.1% |
| 30D | -14.4% | -1.7% | -12.6% | -12.5% |
| 3M | +17.9% | -2.3% | +20.2% | +21.1% |
| 6M | +5.7% | +1.5% | +4.2% | +2.2% |
| YTD | +59.5% | +12.0% | +47.4% | +34.7% |
| 1Y | +46.9% | +12.9% | +34.1% | +22.5% |
| 3Y | +162.7% | +74.9% | +87.8% | +17.7% |
| 5Y | +417.5% | +59.9% | +357.6% | +151.6% |
| 10Y | +204.0% | +224.6% | -20.6% | -42.2% |
| All | -37.2% | +360.7% | -397.8% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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