+696.7%
KKR vs EVRG
+113.9%
+582.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -6.2% | +0.1% | -6.3% | -6.2% |
| 30D | -8.9% | -1.2% | -7.6% | -8.4% |
| 3M | +6.3% | -0.6% | +6.9% | +6.3% |
| 6M | +16.5% | +2.4% | +14.0% | +14.6% |
| YTD | -20.3% | +15.5% | -35.7% | -26.0% |
| 1Y | -29.8% | +16.8% | -46.6% | -35.4% |
| 3Y | +63.2% | +75.0% | -11.8% | +23.4% |
| 5Y | +68.0% | +49.3% | +18.6% | +36.2% |
| All | +696.7% | +113.9% | +582.8% | +477.9% |
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