+8,425.6%
PWR vs KR
+705.4%
+7,720.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.6% |
| 7D | +2.7% | -3.1% | +5.7% | +3.3% |
| 30D | -5.1% | +0.6% | -5.7% | -5.3% |
| 3M | -9.4% | -9.8% | +0.4% | -8.1% |
| 6M | +10.4% | -22.1% | +32.6% | +15.1% |
| YTD | +48.6% | -8.1% | +56.8% | +49.2% |
| 1Y | +68.0% | -14.7% | +82.7% | +70.7% |
| 3Y | +204.7% | +28.6% | +176.2% | +177.5% |
| 5Y | +451.9% | +36.4% | +415.6% | +386.0% |
| 10Y | +2,425.3% | +120.8% | +2,304.6% | +1,770.2% |
| All | +8,425.6% | +705.4% | +7,720.2% | +4,163.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling