+256.8%
PKB price history and return analytics
+223.7%
+33.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +1.8% |
| 7D | -1.6% | +0.4% | -1.9% | -1.9% |
| 30D | -0.6% | -2.6% | +2.0% | +2.9% |
| 3M | -14.5% | -3.2% | -11.3% | -10.7% |
| 6M | -14.8% | +0.9% | -15.7% | -15.6% |
| YTD | -2.5% | +11.3% | -13.8% | -14.6% |
| 1Y | -4.3% | +14.0% | -18.3% | -18.5% |
| 3Y | +74.3% | +75.8% | -1.6% | -13.3% |
| 5Y | +72.8% | +57.8% | +15.0% | -0.5% |
| 10Y | +256.8% | +219.8% | +37.0% | -14.1% |
| All | +256.8% | +223.7% | +33.1% | -14.1% |
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