+208.0%
PKE price history and return analytics
+356.5%
-148.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | +4.1% | +2.4% | +1.7% | +1.8% |
| 30D | -7.6% | -1.5% | -6.1% | -6.0% |
| 3M | -34.5% | -4.1% | -30.3% | -31.7% |
| 6M | -28.2% | +0.6% | -28.8% | -28.5% |
| YTD | +16.1% | +11.0% | +5.0% | +5.1% |
| 1Y | +29.9% | +13.3% | +16.5% | +15.3% |
| 3Y | +78.3% | +73.4% | +4.9% | +4.1% |
| 5Y | +113.7% | +57.4% | +56.3% | +34.2% |
| 10Y | +191.7% | +221.7% | -30.0% | -16.6% |
| All | +208.0% | +356.5% | -148.5% | -44.0% |
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 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