+226.5%
PKB price history and return analytics
+221.8%
+4.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.1% |
| 7D | +0.8% | +2.4% | -1.5% | -2.1% |
| 30D | -0.8% | -1.5% | +0.7% | +1.2% |
| 3M | -17.0% | -4.1% | -12.9% | -12.2% |
| 6M | -16.7% | +0.6% | -17.3% | -17.1% |
| YTD | -6.4% | +11.0% | -17.5% | -17.8% |
| 1Y | -6.2% | +13.3% | -19.6% | -19.7% |
| 3Y | +64.7% | +73.4% | -8.7% | -16.6% |
| 5Y | +63.5% | +57.4% | +6.1% | -5.6% |
| All | +226.5% | +221.8% | +4.8% | -24.5% |
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