+280.3%
PKB price history and return analytics
+221.4%
+58.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.1% |
| 7D | +1.8% | +1.0% | +0.8% | +0.5% |
| 30D | -8.4% | -0.2% | -8.1% | -8.1% |
| 3M | -5.6% | +4.5% | -10.1% | -10.7% |
| 6M | -2.8% | +14.1% | -16.9% | -17.6% |
| YTD | +4.6% | +14.8% | -10.2% | -12.0% |
| 1Y | +5.1% | +21.2% | -16.1% | -17.3% |
| 3Y | +78.8% | +76.6% | +2.2% | -11.5% |
| 5Y | +94.8% | +66.6% | +28.2% | +4.6% |
| 10Y | +280.3% | +222.3% | +58.0% | -8.9% |
| All | +280.3% | +221.4% | +58.8% | -8.9% |
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