+20.7%
KRE vs PWR
+34.5%
-13.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | +0.3% | +19.1% | -18.8% | -0.3% |
| 30D | +5.0% | -12.0% | +17.0% | +5.4% |
| 3M | -5.7% | -10.6% | +4.8% | -5.5% |
| 6M | +7.5% | -20.8% | +28.3% | +9.0% |
| YTD | +13.8% | +43.7% | -29.9% | +9.0% |
| 1Y | +20.7% | +35.0% | -14.3% | +16.5% |
| All | +20.7% | +34.5% | -13.8% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling