+99.9%
IAK price history and return analytics
+57.5%
+42.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | +1.7% | -0.1% | +1.8% | +1.7% |
| 30D | +8.6% | -3.1% | +11.6% | +10.4% |
| 3M | +4.2% | -3.5% | +7.7% | +6.1% |
| 6M | +17.7% | +0.5% | +17.2% | +16.4% |
| YTD | +14.3% | +10.8% | +3.5% | +5.7% |
| 1Y | +19.0% | +11.9% | +7.1% | +9.3% |
| 3Y | +68.4% | +73.0% | -4.5% | +12.5% |
| 5Y | +99.9% | +58.6% | +41.3% | +42.4% |
| All | +99.9% | +57.5% | +42.3% | +42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling