+122.0%
KRE vs PWR
+2,367.8%
-2,245.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.3% |
| 7D | -1.1% | +2.7% | -3.7% | -2.2% |
| 30D | -3.4% | -5.1% | +1.7% | -1.4% |
| 3M | +3.7% | -9.4% | +13.1% | +6.0% |
| 6M | +14.8% | +10.4% | +4.3% | +4.9% |
| YTD | +14.7% | +48.6% | -34.0% | -10.5% |
| 1Y | +16.0% | +68.0% | -52.0% | -16.0% |
| 3Y | +84.3% | +204.7% | -120.5% | -11.4% |
| 5Y | +30.9% | +451.9% | -421.1% | -58.7% |
| 10Y | +122.0% | +2,425.3% | -2,303.4% | -75.7% |
| All | +122.0% | +2,367.8% | -2,245.9% | -75.7% |
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