+8,390.6%
PWR vs KMB
+423.9%
+7,966.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.2% |
| 7D | +3.6% | -3.0% | +6.6% | +4.6% |
| 30D | -8.6% | -5.5% | -3.1% | -7.0% |
| 3M | -13.2% | +14.0% | -27.1% | -17.9% |
| 6M | +9.9% | +4.1% | +5.8% | +7.0% |
| YTD | +48.0% | +8.0% | +40.0% | +41.9% |
| 1Y | +66.2% | -13.7% | +79.9% | +70.9% |
| 3Y | +195.1% | -5.9% | +201.1% | +187.2% |
| 5Y | +442.6% | -8.6% | +451.2% | +426.8% |
| 10Y | +2,334.2% | +17.3% | +2,317.0% | +1,972.5% |
| All | +8,390.6% | +423.9% | +7,966.7% | +4,380.9% |
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