-4.3%
KGC vs EVRG
+15.1%
-19.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.9% | +6.6% | +7.2% |
| 7D | -6.8% | +2.3% | -9.1% | -7.4% |
| 30D | -9.2% | +9.0% | -18.2% | -12.0% |
| 3M | -9.1% | +3.7% | -12.8% | -10.6% |
| 6M | -25.7% | +6.8% | -32.4% | -28.1% |
| YTD | -23.6% | +21.9% | -45.6% | -31.2% |
| 1Y | -4.3% | +15.8% | -20.1% | -9.1% |
| All | -4.3% | +15.1% | -19.4% | -9.1% |
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