+466.5%
IAK price history and return analytics
+360.7%
+105.9%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -1.0% |
| 7D | -0.5% | -0.7% | +0.2% | 0.0% |
| 30D | +7.6% | -1.7% | +9.3% | +9.2% |
| 3M | +4.9% | -2.3% | +7.2% | +6.9% |
| 6M | +17.5% | +1.5% | +16.0% | +14.1% |
| YTD | +14.4% | +12.0% | +2.4% | -0.4% |
| 1Y | +18.4% | +12.9% | +5.5% | +2.1% |
| 3Y | +68.7% | +74.9% | -6.2% | -9.8% |
| 5Y | +99.6% | +59.9% | +39.7% | +15.4% |
| 10Y | +228.8% | +224.6% | +4.1% | -12.7% |
| All | +466.5% | +360.7% | +105.9% | +6.5% |
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