+184.0%
PKE price history and return analytics
+63.7%
+120.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -1.8% |
| 7D | -0.3% | -2.0% | +1.7% | +1.3% |
| 30D | -18.0% | -1.4% | -16.6% | -17.1% |
| 3M | -8.3% | +4.7% | -13.0% | -11.4% |
| 6M | +13.7% | +11.4% | +2.4% | +5.1% |
| YTD | +45.9% | +13.1% | +32.8% | +33.3% |
| 1Y | +64.8% | +19.0% | +45.7% | +45.4% |
| 3Y | +153.2% | +73.9% | +79.3% | +75.5% |
| 5Y | +184.0% | +65.4% | +118.6% | +100.0% |
| All | +184.0% | +63.7% | +120.4% | +100.0% |
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