+91.7%
BKNG vs EVRG
+47.5%
+44.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -10.7% | -0.7% | -10.0% | -10.6% |
| 30D | -18.1% | 0.0% | -18.1% | -18.1% |
| 3M | +8.5% | -1.0% | +9.5% | +8.6% |
| 6M | -0.1% | +1.0% | -1.0% | -0.3% |
| YTD | -18.2% | +15.1% | -33.3% | -20.7% |
| 1Y | -19.9% | +17.6% | -37.4% | -22.7% |
| 3Y | +41.6% | +70.5% | -28.9% | +26.1% |
| All | +91.7% | +47.5% | +44.1% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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