+8,390.6%
PWR vs KEY
+83.4%
+8,307.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +3.6% | +2.2% | +1.4% | +2.8% |
| 30D | -8.6% | -3.0% | -5.6% | -7.6% |
| 3M | -13.2% | +3.3% | -16.5% | -14.1% |
| 6M | +9.9% | +9.2% | +0.7% | +6.6% |
| YTD | +48.0% | +10.6% | +37.4% | +42.6% |
| 1Y | +66.2% | +20.4% | +45.8% | +55.0% |
| 3Y | +195.1% | +121.8% | +73.3% | +116.2% |
| 5Y | +442.6% | +41.1% | +401.4% | +338.7% |
| 10Y | +2,334.2% | +168.5% | +2,165.7% | +1,383.5% |
| All | +8,390.6% | +83.4% | +8,307.2% | +4,223.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling