+841.8%
EVRG vs MKTX
+1,443.5%
-601.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | 0.0% | +0.8% | -0.8% | -0.1% |
| 3M | -1.0% | +41.1% | -42.1% | -7.2% |
| 6M | +1.0% | -9.5% | +10.5% | +1.7% |
| YTD | +15.1% | -8.7% | +23.8% | +15.6% |
| 1Y | +17.6% | -10.0% | +27.5% | +18.2% |
| 3Y | +70.5% | -24.6% | +95.1% | +73.3% |
| 5Y | +48.9% | -60.3% | +109.2% | +65.5% |
| 10Y | +112.8% | +5.0% | +107.7% | +94.2% |
| All | +841.8% | +1,443.5% | -601.7% | +355.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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