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Stock and ETF performance explorer

LKFT price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+79.8%
VT return
+365.6%
Excess return
-285.8%
Maximum drawdown
-91.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-3.0%-0.5%-2.5%-2.6%
7D-3.2%+1.0%-4.2%-4.0%
30D+2.3%-0.2%+2.6%+2.5%
3M-0.7%+4.5%-5.3%-4.6%
6M-16.1%+14.1%-30.1%-25.1%
YTD-15.5%+14.8%-30.3%-25.0%
1Y-17.6%+21.2%-38.8%-30.3%
3Y-25.4%+76.6%-102.0%-54.7%
5Y-54.7%+66.6%-121.3%-71.2%
10Y-50.8%+222.3%-273.0%-82.1%
All+79.8%+365.6%-285.8%-48.4%

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