-53.6%
LKFT price history and return analytics
+64.2%
-117.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.7% |
| 7D | -7.6% | -2.0% | -5.6% | -6.3% |
| 30D | -6.7% | -1.4% | -5.3% | -5.7% |
| 3M | -6.3% | +4.7% | -11.0% | -9.4% |
| 6M | -19.3% | +11.4% | -30.6% | -25.4% |
| YTD | -18.0% | +13.1% | -31.1% | -25.0% |
| 1Y | -17.1% | +19.0% | -36.1% | -26.9% |
| 3Y | -27.6% | +73.9% | -101.6% | -51.8% |
| All | -53.6% | +64.2% | -117.8% | -67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling