-88.0%
JAKK price history and return analytics
+368.9%
-456.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.8% |
| 7D | -1.7% | -1.1% | -0.6% | -0.7% |
| 30D | -3.0% | -1.0% | -2.0% | -2.1% |
| 3M | +9.2% | +3.2% | +6.1% | +6.0% |
| 6M | +20.9% | +12.5% | +8.4% | +8.4% |
| YTD | +47.9% | +14.1% | +33.8% | +31.2% |
| 1Y | +43.1% | +18.9% | +24.1% | +22.6% |
| 3Y | +41.1% | +74.1% | -33.0% | -10.9% |
| 5Y | +103.8% | +66.9% | +36.9% | +37.6% |
| 10Y | -70.7% | +228.3% | -299.0% | -88.0% |
| All | -88.0% | +368.9% | -456.9% | -96.5% |
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