-13.4%
KHC vs EVRG
+44.9%
-58.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | +0.1% | -0.6% |
| 7D | -4.8% | +0.6% | -5.3% | -5.0% |
| 30D | +0.3% | -0.2% | +0.5% | +0.3% |
| 3M | +6.7% | -0.5% | +7.2% | +6.9% |
| 6M | +4.2% | +0.2% | +4.0% | +3.9% |
| YTD | +6.7% | +14.9% | -8.1% | +0.5% |
| 1Y | -1.4% | +18.2% | -19.6% | -8.4% |
| 3Y | -11.8% | +70.2% | -81.9% | -30.4% |
| 5Y | -13.4% | +45.3% | -58.7% | -26.4% |
| All | -13.4% | +44.9% | -58.3% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling