-51.2%
KHC vs EVRG
+123.3%
-174.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | -3.3% | +1.0% | -4.3% | -3.8% |
| 30D | +9.1% | +7.5% | +1.7% | +5.5% |
| 3M | +1.4% | +6.8% | -5.4% | -1.8% |
| 6M | +8.4% | +7.7% | +0.6% | +4.5% |
| YTD | +6.2% | +24.9% | -18.7% | -4.7% |
| 1Y | +5.7% | +18.1% | -12.4% | -2.7% |
| 3Y | -12.0% | +101.9% | -113.9% | -37.9% |
| 5Y | -15.3% | +67.0% | -82.3% | -35.4% |
| All | -51.2% | +123.3% | -174.5% | -68.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling