-36.0%
MLKN price history and return analytics
+65.7%
-101.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.6% |
| 7D | -3.2% | -0.1% | -3.0% | -3.0% |
| 30D | -9.4% | -0.7% | -8.7% | -8.5% |
| 3M | +45.3% | +4.0% | +41.3% | +37.3% |
| 6M | +15.5% | +12.3% | +3.2% | -1.5% |
| YTD | +21.9% | +14.0% | +7.8% | +1.4% |
| 1Y | +10.0% | +20.3% | -10.3% | -15.2% |
| 3Y | +41.4% | +75.4% | -34.0% | -35.7% |
| 5Y | -36.0% | +66.0% | -101.9% | -67.8% |
| All | -36.0% | +65.7% | -101.7% | -67.8% |
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