+32.4%
PWR vs KR
+10.2%
+22.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +3.2% | -14.9% | -10.2% |
| 7D | -4.4% | +6.1% | -10.4% | -1.6% |
| 30D | -15.1% | +17.3% | -32.4% | -8.8% |
| 3M | -16.2% | +20.2% | -36.4% | -8.9% |
| 6M | -23.3% | +3.3% | -26.7% | -18.5% |
| YTD | +37.6% | +12.3% | +25.3% | +48.5% |
| 1Y | +32.4% | +10.6% | +21.8% | +42.0% |
| All | +32.4% | +10.2% | +22.2% | +42.0% |
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