+2,172.3%
PWR vs KWEB
+22.0%
+2,150.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.4% |
| 7D | +2.7% | -3.6% | +6.2% | +3.5% |
| 30D | -5.1% | -14.9% | +9.8% | -1.7% |
| 3M | -9.4% | -5.4% | -4.0% | -8.5% |
| 6M | +10.4% | -18.9% | +29.3% | +15.3% |
| YTD | +48.6% | -27.2% | +75.9% | +58.9% |
| 1Y | +68.0% | -34.2% | +102.2% | +83.6% |
| 3Y | +204.7% | +0.6% | +204.1% | +195.9% |
| 5Y | +451.9% | -43.5% | +495.4% | +489.8% |
| 10Y | +2,425.3% | -20.6% | +2,445.9% | +2,105.9% |
| All | +2,172.3% | +22.0% | +2,150.3% | +1,557.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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