+84.4%
KRE vs PWR
+1,863.6%
-1,779.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.3% | -4.4% | -1.9% |
| 7D | -1.6% | +4.7% | -6.3% | -4.1% |
| 30D | +4.9% | -12.5% | +17.4% | +9.0% |
| 3M | -4.5% | -9.3% | +4.8% | -3.0% |
| 6M | +7.7% | -22.2% | +29.8% | +14.9% |
| YTD | +14.5% | +44.2% | -29.6% | -11.5% |
| 1Y | +21.5% | +35.5% | -14.0% | -3.6% |
| 3Y | +91.2% | +250.4% | -159.2% | -17.2% |
| 5Y | +11.8% | +425.6% | -413.9% | -64.4% |
| All | +84.4% | +1,863.6% | -1,779.2% | -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