+117.8%
LKFN price history and return analytics
+222.7%
-104.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.0% |
| 7D | +0.5% | -0.1% | +0.7% | +0.6% |
| 30D | -1.3% | -0.7% | -0.7% | -0.8% |
| 3M | +0.6% | +4.0% | -3.4% | -3.2% |
| 6M | +8.4% | +12.3% | -3.9% | -2.9% |
| YTD | +8.3% | +14.0% | -5.7% | -4.5% |
| 1Y | -6.4% | +20.3% | -26.7% | -21.4% |
| 3Y | +31.7% | +75.4% | -43.7% | -21.0% |
| 5Y | +4.9% | +66.0% | -61.1% | -34.5% |
| 10Y | +117.8% | +228.2% | -110.4% | -35.9% |
| All | +117.8% | +222.7% | -104.9% | -35.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling