-22.1%
MAKO price history and return analytics
+357.4%
-379.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -8.0% | +2.4% | -10.3% | -9.0% |
| 30D | -13.5% | -1.5% | -11.9% | -12.7% |
| 3M | -24.1% | -4.1% | -20.0% | -22.3% |
| 6M | -10.5% | +0.6% | -11.1% | -10.1% |
| YTD | +27.6% | +11.0% | +16.5% | +23.2% |
| 1Y | +35.5% | +13.3% | +22.2% | +29.8% |
| 3Y | +406.8% | +73.4% | +333.5% | +310.5% |
| 5Y | +117.6% | +57.4% | +60.2% | +80.2% |
| 10Y | +270.0% | +221.7% | +48.3% | +169.8% |
| All | -22.1% | +357.4% | -379.5% | -42.6% |
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