+262.8%
PKOH price history and return analytics
+368.9%
-106.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.1% |
| 7D | -0.1% | -1.1% | +1.0% | +1.6% |
| 30D | -5.9% | -1.0% | -4.9% | -4.5% |
| 3M | +36.6% | +3.2% | +33.5% | +30.6% |
| 6M | +83.7% | +12.5% | +71.2% | +54.0% |
| YTD | +124.6% | +14.1% | +110.6% | +83.8% |
| 1Y | +113.3% | +18.9% | +94.4% | +64.2% |
| 3Y | +175.2% | +74.1% | +101.1% | +20.0% |
| 5Y | +91.9% | +66.9% | +25.0% | -12.2% |
| 10Y | +63.2% | +228.3% | -165.1% | -73.6% |
| All | +262.8% | +368.9% | -106.2% | -62.3% |
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