+7,255.1%
PWR vs KEY
+72.4%
+7,182.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +6.4% |
| 7D | -12.9% | -1.3% | -11.6% | -12.5% |
| 30D | -22.8% | +5.1% | -28.0% | -24.3% |
| 3M | -19.0% | -7.1% | -11.9% | -17.1% |
| 6M | -31.1% | -4.4% | -26.7% | -30.2% |
| YTD | +28.2% | +4.0% | +24.2% | +25.9% |
| 1Y | +22.2% | +23.4% | -1.2% | +12.9% |
| 3Y | +222.1% | +113.9% | +108.2% | +138.9% |
| 5Y | +364.1% | +12.3% | +351.7% | +306.4% |
| 10Y | +1,864.5% | +125.5% | +1,739.0% | +1,169.2% |
| All | +7,255.1% | +72.4% | +7,182.7% | +3,718.3% |
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 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