+24.8%
KEY vs EVRG
+18.7%
+6.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +1.8% | +1.0% | +0.8% | +1.7% |
| 30D | +7.1% | +7.5% | -0.3% | +6.5% |
| 3M | -5.9% | +6.8% | -12.7% | -6.4% |
| 6M | +2.2% | +7.7% | -5.5% | +1.7% |
| YTD | +6.4% | +24.9% | -18.4% | +8.2% |
| 1Y | +24.8% | +18.1% | +6.6% | +26.3% |
| All | +24.8% | +18.7% | +6.1% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling