+86.4%
KRE vs PWR
+206.3%
-119.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.3% | -3.6% | -1.7% |
| 7D | +2.3% | +4.5% | -2.2% | +1.5% |
| 30D | -2.5% | -4.9% | +2.4% | -1.7% |
| 3M | +6.2% | -7.9% | +14.1% | +7.3% |
| 6M | +15.8% | +18.3% | -2.5% | +9.5% |
| YTD | +16.0% | +51.5% | -35.5% | +2.9% |
| 1Y | +16.2% | +70.3% | -54.1% | -0.7% |
| 3Y | +86.4% | +210.6% | -124.2% | +22.9% |
| All | +86.4% | +206.3% | -119.9% | +22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling