+2,425.3%
PWR vs KMB
+12.7%
+2,412.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | -1.2% |
| 7D | +2.7% | -8.6% | +11.3% | +4.2% |
| 30D | -5.1% | -7.5% | +2.4% | -4.0% |
| 3M | -9.4% | -0.6% | -8.7% | -10.0% |
| 6M | +10.4% | -1.5% | +12.0% | +9.7% |
| YTD | +48.6% | +1.6% | +47.0% | +46.3% |
| 1Y | +68.0% | -20.8% | +88.8% | +74.4% |
| 3Y | +204.7% | -12.4% | +217.1% | +201.2% |
| 5Y | +451.9% | -12.9% | +464.9% | +440.8% |
| 10Y | +2,425.3% | +14.7% | +2,410.6% | +2,122.8% |
| All | +2,425.3% | +12.7% | +2,412.7% | +2,122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 10y: compounded portfolio wealth divided by compounded KMB 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…
10y analysis · Full analysis span regression · 6 months rolling