Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • KKR vs PWR✓SelectedUSD · PWRKKR vs PWR performance historyLatest closeAs of+0.21%09/11
Stock and ETF performance explorer

KKR vs PWR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+696.7%
PWR return
+2,544.4%
Excess return
-1,847.7%
Maximum drawdown
-49.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioPWRExcessAlpha
1D+0.2%+5.1%-4.9%-2.4%
7D-6.2%+4.2%-10.4%-8.2%
30D-8.9%-4.0%-4.8%-7.5%
3M+6.3%-4.8%+11.0%+6.6%
6M+16.5%+14.6%+1.8%+3.3%
YTD-20.3%+54.2%-74.5%-41.1%
1Y-29.8%+67.1%-96.9%-51.1%
3Y+63.2%+218.5%-155.3%-25.3%
5Y+68.0%+466.3%-398.3%-46.3%
All+696.7%+2,544.4%-1,847.7%-2.0%

Cumulative growth

Daily Returns

Daily percentage return beside PWR.

Daily Out/Under-Performance

Portfolio return minus PWR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PWR 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 PWR 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