+83.8%
KRE vs PWR
+1,844.4%
-1,760.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | +0.7% | +11.3% | -10.5% | -3.8% |
| 30D | +6.1% | -8.9% | +15.0% | +8.4% |
| 3M | -5.9% | -10.5% | +4.6% | -3.9% |
| 6M | +9.6% | -22.2% | +31.8% | +17.0% |
| YTD | +14.2% | +42.7% | -28.6% | -11.4% |
| 1Y | +22.5% | +41.1% | -18.6% | -4.8% |
| 3Y | +90.4% | +242.7% | -152.4% | -16.6% |
| 5Y | +11.9% | +418.5% | -406.7% | -64.2% |
| All | +83.8% | +1,844.4% | -1,760.6% | -77.2% |
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