+31.4%
PWR vs KEY
+22.7%
+8.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.7% | +6.7% | +8.2% |
| 7D | -4.8% | -0.4% | -4.4% | -4.6% |
| 30D | -16.2% | +7.2% | -23.4% | -18.3% |
| 3M | -11.9% | -4.9% | -7.0% | -9.7% |
| 6M | -20.6% | +1.1% | -21.6% | -20.8% |
| YTD | +40.3% | +6.8% | +33.4% | +36.8% |
| All | +31.4% | +22.7% | +8.8% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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