+113.6%
MAKO price history and return analytics
+19.6%
+93.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.8% | +0.8% |
| 7D | -1.0% | -1.1% | +0.1% | +1.3% |
| 30D | +0.9% | -1.0% | +1.9% | +3.1% |
| 3M | +37.3% | +3.2% | +34.2% | +29.9% |
| 6M | +34.8% | +12.5% | +22.3% | +11.8% |
| YTD | +73.8% | +14.1% | +59.7% | +41.3% |
| 1Y | +113.6% | +18.9% | +94.7% | +57.9% |
| All | +113.6% | +19.6% | +93.9% | +57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling