+457.2%
IAK price history and return analytics
+357.6%
+99.6%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -1.8% |
| 7D | -0.7% | +0.4% | -1.1% | -1.2% |
| 30D | +6.9% | -2.6% | +9.5% | +9.5% |
| 3M | +1.6% | -3.2% | +4.9% | +4.6% |
| 6M | +15.9% | +0.9% | +15.0% | +13.2% |
| YTD | +12.6% | +11.3% | +1.2% | -1.3% |
| 1Y | +17.8% | +14.0% | +3.8% | +0.5% |
| 3Y | +67.6% | +75.8% | -8.2% | -10.9% |
| 5Y | +97.0% | +57.8% | +39.2% | +15.5% |
| 10Y | +233.8% | +219.8% | +14.0% | -10.0% |
| All | +457.2% | +357.6% | +99.6% | +5.4% |
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 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