+144.8%
SKM price history and return analytics
+368.8%
-224.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.4% |
| 7D | +0.7% | -0.1% | +0.8% | +0.8% |
| 30D | +12.1% | -0.7% | +12.8% | +12.7% |
| 3M | -9.4% | +4.0% | -13.4% | -11.5% |
| 6M | +25.7% | +12.3% | +13.4% | +17.2% |
| YTD | +81.8% | +14.0% | +67.8% | +67.5% |
| 1Y | +73.8% | +20.3% | +53.5% | +54.4% |
| 3Y | +109.0% | +75.4% | +33.5% | +42.9% |
| 5Y | +69.6% | +66.0% | +3.6% | +19.3% |
| 10Y | +124.9% | +228.2% | -103.3% | -1.3% |
| All | +144.8% | +368.8% | -224.0% | -26.4% |
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