+7,944.2%
PWR vs KEY
+77.0%
+7,867.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.7% | +6.7% | +8.4% |
| 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% | -10.6% |
| 6M | -20.6% | +1.1% | -21.6% | -21.1% |
| YTD | +40.3% | +6.8% | +33.4% | +36.5% |
| 1Y | +33.0% | +23.3% | +9.7% | +23.0% |
| 3Y | +250.0% | +126.1% | +123.9% | +154.8% |
| 5Y | +404.2% | +15.2% | +389.0% | +337.9% |
| 10Y | +1,865.8% | +113.6% | +1,752.2% | +1,192.9% |
| All | +7,944.2% | +77.0% | +7,867.2% | +4,040.3% |
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