-22.0%
MLKN price history and return analytics
+229.8%
-251.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +0.8% |
| 7D | -7.5% | -1.1% | -6.4% | -6.2% |
| 30D | -11.1% | -1.0% | -10.1% | -9.9% |
| 3M | +37.0% | +3.2% | +33.9% | +31.6% |
| 6M | +12.5% | +12.5% | +0.1% | -2.4% |
| YTD | +19.3% | +14.1% | +5.2% | +1.4% |
| 1Y | +4.6% | +18.9% | -14.3% | -15.6% |
| 3Y | +40.7% | +74.1% | -33.4% | -28.3% |
| 5Y | -37.4% | +66.9% | -104.3% | -65.8% |
| All | -22.0% | +229.8% | -251.8% | -77.3% |
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