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Stock and ETF performance explorer

JKS price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+47.1%
VT return
+446.7%
Excess return
-399.6%
Maximum drawdown
-94.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+3.8%-0.5%+4.3%+4.6%
7D-0.2%+1.0%-1.2%-2.0%
30D-26.9%-0.2%-26.7%-26.7%
3M-31.3%+4.5%-35.9%-36.2%
6M-42.3%+14.1%-56.3%-53.8%
YTD-47.8%+14.8%-62.6%-58.5%
1Y-45.9%+21.2%-67.1%-60.7%
3Y-44.3%+76.6%-120.9%-78.8%
5Y-66.8%+66.6%-133.4%-85.4%
10Y-11.2%+222.3%-233.5%-86.7%
All+47.1%+446.7%-399.6%-88.7%

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