+66.2%
PWR vs KR
-12.5%
+78.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.8% |
| 7D | +3.6% | +1.5% | +2.1% | +4.2% |
| 30D | -8.6% | +4.1% | -12.7% | -7.0% |
| 3M | -13.2% | -5.2% | -7.9% | -13.1% |
| 6M | +9.9% | -12.8% | +22.7% | +7.8% |
| YTD | +48.0% | -4.6% | +52.6% | +49.0% |
| 1Y | +66.2% | -11.7% | +77.8% | +64.2% |
| All | +66.2% | -12.5% | +78.6% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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