+1,339.3%
KDP vs EVRG
+692.4%
+646.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +4.0% | +2.5% | +1.5% | +3.0% |
| 30D | +16.8% | +8.4% | +8.4% | +13.3% |
| 3M | +32.0% | +8.6% | +23.4% | +28.0% |
| 6M | +35.2% | +7.7% | +27.5% | +31.3% |
| YTD | +40.9% | +25.0% | +16.0% | +29.4% |
| 1Y | +47.7% | +18.7% | +28.9% | +38.1% |
| 3Y | +34.8% | +102.1% | -67.3% | +2.7% |
| 5Y | +22.6% | +66.8% | -44.2% | -0.6% |
| 10Y | +266.4% | +123.5% | +142.9% | +151.1% |
| All | +1,339.3% | +692.4% | +646.9% | +389.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling