+242.9%
PKB price history and return analytics
+224.4%
+18.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -0.8% |
| 7D | -2.3% | -0.7% | -1.6% | -1.2% |
| 30D | -0.4% | -1.7% | +1.3% | +1.9% |
| 3M | -15.2% | -2.3% | -12.9% | -12.5% |
| 6M | -15.2% | +1.5% | -16.8% | -16.6% |
| YTD | -3.4% | +12.0% | -15.5% | -16.1% |
| 1Y | -6.2% | +12.9% | -19.1% | -19.2% |
| 3Y | +69.1% | +74.9% | -5.9% | -15.4% |
| 5Y | +72.0% | +59.9% | +12.0% | -2.7% |
| 10Y | +242.9% | +224.6% | +18.3% | -21.6% |
| All | +242.9% | +224.4% | +18.5% | -21.6% |
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