+94.0%
KRE vs PWR
+1,818.7%
-1,724.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.1% |
| 7D | +0.3% | -11.2% | +11.5% | +4.3% |
| 30D | +5.9% | -17.4% | +23.3% | +12.8% |
| 3M | -3.3% | -11.7% | +8.4% | -0.7% |
| 6M | +5.8% | -21.7% | +27.6% | +12.3% |
| YTD | +14.7% | +38.3% | -23.5% | -9.7% |
| 1Y | +22.0% | +29.6% | -7.6% | -1.3% |
| 3Y | +91.6% | +236.1% | -144.5% | -15.5% |
| 5Y | +13.0% | +406.3% | -393.4% | -63.5% |
| 10Y | +94.0% | +1,796.7% | -1,702.7% | -75.8% |
| All | +94.0% | +1,818.7% | -1,724.8% | -75.8% |
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