+594.5%
PKBK price history and return analytics
+357.6%
+236.9%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.2% |
| 7D | -1.2% | +0.4% | -1.6% | -1.4% |
| 30D | +2.4% | -2.6% | +5.0% | +3.6% |
| 3M | -3.6% | -3.2% | -0.4% | -2.2% |
| 6M | +8.8% | +0.9% | +7.9% | +8.0% |
| YTD | +35.0% | +11.3% | +23.7% | +27.9% |
| 1Y | +55.8% | +14.0% | +41.8% | +45.8% |
| 3Y | +114.9% | +75.8% | +39.1% | +65.2% |
| 5Y | +73.2% | +57.8% | +15.4% | +38.9% |
| 10Y | +243.9% | +219.8% | +24.1% | +120.0% |
| All | +594.5% | +357.6% | +236.9% | +344.2% |
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