+467.7%
PKB price history and return analytics
+345.0%
+122.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.2% | -1.7% |
| 7D | -5.7% | -4.2% | -1.5% | -1.0% |
| 30D | -9.6% | -5.8% | -3.8% | -3.2% |
| 3M | -18.6% | -5.2% | -13.4% | -13.4% |
| 6M | -21.4% | +0.1% | -21.6% | -21.3% |
| YTD | -7.4% | +8.2% | -15.6% | -14.8% |
| 1Y | -10.8% | +10.1% | -20.9% | -19.4% |
| 3Y | +62.8% | +69.7% | -6.9% | -8.0% |
| 5Y | +67.0% | +53.4% | +13.6% | +6.6% |
| 10Y | +263.8% | +219.2% | +44.5% | +10.1% |
| All | +467.7% | +345.0% | +122.7% | +32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling