+7,256.3%
PWR vs KMB
+441.3%
+6,815.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.8% | +8.1% | +6.8% |
| 7D | -12.9% | +0.5% | -13.3% | -13.3% |
| 30D | -22.8% | +12.4% | -35.2% | -26.3% |
| 3M | -19.0% | +1.0% | -20.0% | -20.1% |
| 6M | -31.1% | +12.1% | -43.2% | -35.1% |
| YTD | +28.3% | +11.6% | +16.6% | +20.5% |
| 1Y | +22.2% | +13.1% | +9.1% | +14.2% |
| 3Y | +222.2% | +1.6% | +220.6% | +202.4% |
| 5Y | +364.2% | -0.3% | +364.5% | +332.8% |
| 10Y | +1,864.8% | +37.9% | +1,826.9% | +1,457.0% |
| All | +7,256.3% | +441.3% | +6,815.1% | +3,707.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling