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RiskModels / Stocks / TKO

TKO (TKO)

Daily ERM3 factor decomposition: how much of TKO's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$186.06
Market cap
$35.6B
23-day vol
34.5%
Sector proxy
XLC
Subsector proxy
GGME

Risk DNA

9% of TKO's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 3.5%Sector 5.7%Subsector 0.0%Stock-specific 90.8%

ETF hedge ratios

Dollars of ETF to short per $1 of TKO held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLC)Subsector (GGME)Explained risk
L1$-0.64——3.5%
L2$-0.12$-0.72—9.3%
L3$-0.22$-0.73$0.078.6%

Data as of July 29, 2026. Updated daily from the ERM3 pipeline.

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