+282.2%
PKBK price history and return analytics
+221.4%
+60.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | +2.4% | +1.0% | +1.4% | +1.4% |
| 30D | -0.5% | -0.2% | -0.3% | -0.3% |
| 3M | +9.8% | +4.5% | +5.2% | +4.9% |
| 6M | +27.1% | +14.1% | +13.1% | +11.4% |
| YTD | +39.4% | +14.8% | +24.6% | +21.4% |
| 1Y | +55.1% | +21.2% | +33.9% | +28.0% |
| 3Y | +126.7% | +76.6% | +50.1% | +29.3% |
| 5Y | +93.5% | +66.6% | +26.9% | +15.2% |
| 10Y | +282.2% | +222.3% | +59.9% | +33.4% |
| All | +282.2% | +221.4% | +60.8% | +33.4% |
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