+469.4%
PWR vs KR
+52.3%
+417.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.7% | +2.4% | +5.3% |
| 7D | +4.2% | -0.2% | +4.4% | +4.2% |
| 30D | -4.0% | +5.1% | -9.1% | -3.9% |
| 3M | -4.8% | -8.2% | +3.4% | -4.6% |
| 6M | +14.6% | -18.0% | +32.6% | +15.0% |
| YTD | +54.2% | -4.8% | +59.0% | +53.9% |
| 1Y | +67.1% | -11.0% | +78.1% | +67.2% |
| 3Y | +218.5% | +37.7% | +180.8% | +200.8% |
| All | +469.4% | +52.3% | +417.1% | +419.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling