+66.0%
PKB price history and return analytics
+58.5%
+7.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.9% |
| 7D | +2.6% | +2.9% | -0.3% | -1.0% |
| 30D | -2.0% | -2.5% | +0.5% | +1.3% |
| 3M | -16.0% | -3.3% | -12.7% | -12.2% |
| 6M | -16.0% | +1.5% | -17.5% | -17.4% |
| YTD | -5.0% | +11.4% | -16.4% | -16.7% |
| 1Y | -8.1% | +11.9% | -20.0% | -19.8% |
| 3Y | +66.2% | +73.9% | -7.7% | -14.8% |
| 5Y | +66.0% | +57.9% | +8.1% | -3.7% |
| All | +66.0% | +58.5% | +7.5% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling