+12.4%
DKS vs EVRG
+45.7%
-33.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -4.7% | -0.7% | -4.0% | -4.6% |
| 30D | -35.1% | 0.0% | -35.1% | -35.1% |
| 3M | -37.7% | -1.0% | -36.8% | -37.6% |
| 6M | -30.7% | +1.0% | -31.7% | -30.9% |
| YTD | -31.9% | +15.1% | -47.0% | -34.2% |
| 1Y | -40.0% | +17.6% | -57.6% | -42.4% |
| 3Y | +28.4% | +70.5% | -42.1% | +9.7% |
| 5Y | +12.4% | +48.9% | -36.4% | -1.2% |
| All | +12.4% | +45.7% | -33.2% | -1.2% |
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