+655.6%
LKFN price history and return analytics
+355.4%
+300.2%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | +1.4% | -0.1% | +1.5% | +1.4% |
| 30D | +10.2% | -3.1% | +13.3% | +13.1% |
| 3M | +2.6% | -3.5% | +6.1% | +5.6% |
| 6M | +2.6% | +0.5% | +2.2% | +1.5% |
| YTD | +12.6% | +10.8% | +1.9% | +1.8% |
| 1Y | +10.7% | +11.9% | -1.2% | -0.9% |
| 3Y | +33.7% | +73.0% | -39.3% | -18.3% |
| 5Y | -4.2% | +58.6% | -62.9% | -38.0% |
| 10Y | +100.3% | +219.2% | -118.9% | -30.6% |
| All | +655.6% | +355.4% | +300.2% | +71.3% |
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