+456.7%
PWR vs KMB
-9.5%
+466.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.9% | +4.3% | +2.2% |
| 7D | +4.5% | -2.7% | +7.2% | +4.4% |
| 30D | -4.9% | -5.0% | +0.1% | -5.1% |
| 3M | -7.9% | +6.6% | -14.4% | -8.2% |
| 6M | +18.3% | +1.0% | +17.4% | +17.9% |
| YTD | +51.5% | +6.0% | +45.5% | +50.9% |
| 1Y | +70.3% | -16.6% | +86.9% | +70.7% |
| 3Y | +210.6% | -8.6% | +219.2% | +202.6% |
| 5Y | +456.7% | -10.9% | +467.5% | +436.4% |
| All | +456.7% | -9.5% | +466.2% | +436.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling