+68.0%
PWR vs KMB
-20.2%
+88.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | -2.9% |
| 7D | +2.7% | -8.6% | +11.3% | +0.3% |
| 30D | -5.1% | -7.5% | +2.4% | -7.0% |
| 3M | -9.4% | -0.6% | -8.7% | -10.4% |
| 6M | +10.4% | -1.5% | +12.0% | +8.4% |
| YTD | +48.6% | +1.6% | +47.0% | +47.2% |
| 1Y | +68.0% | -20.8% | +88.8% | +57.4% |
| All | +68.0% | -20.2% | +88.2% | +57.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling