+644.2%
LKFN price history and return analytics
+346.0%
+298.2%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +1.8% | -2.3% | +4.1% | +3.8% |
| 30D | +7.9% | -5.0% | +12.8% | +12.6% |
| 3M | -1.0% | -4.9% | +3.9% | +3.2% |
| 6M | -0.2% | -1.5% | +1.4% | +0.4% |
| YTD | +10.9% | +8.5% | +2.5% | +2.1% |
| 1Y | +10.2% | +11.4% | -1.1% | -0.9% |
| 3Y | +26.5% | +70.1% | -43.5% | -21.5% |
| 5Y | -3.7% | +53.7% | -57.5% | -35.9% |
| 10Y | +125.2% | +220.0% | -94.7% | -22.1% |
| All | +644.2% | +346.0% | +298.2% | +71.8% |
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