-51.1%
LKFT price history and return analytics
+229.8%
-280.8%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.8% |
| 7D | -5.9% | -1.1% | -4.8% | -5.0% |
| 30D | -4.0% | -1.0% | -3.0% | -3.2% |
| 3M | -7.4% | +3.2% | -10.5% | -10.0% |
| 6M | -17.8% | +12.5% | -30.2% | -26.0% |
| YTD | -18.0% | +14.1% | -32.1% | -27.2% |
| 1Y | -17.6% | +18.9% | -36.5% | -29.5% |
| 3Y | -26.9% | +74.1% | -101.0% | -56.0% |
| 5Y | -53.9% | +66.9% | -120.7% | -71.3% |
| All | -51.1% | +229.8% | -280.8% | -84.5% |
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 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