+1,688.1%
KKR vs EVRG
+555.3%
+1,132.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.0% |
| 7D | -2.2% | +0.6% | -2.8% | -2.4% |
| 30D | +0.3% | -0.2% | +0.5% | +0.3% |
| 3M | +8.8% | -0.5% | +9.3% | +8.8% |
| 6M | +14.9% | +0.2% | +14.7% | +14.1% |
| YTD | -17.9% | +14.9% | -32.8% | -24.3% |
| 1Y | -23.7% | +18.2% | -41.9% | -30.8% |
| 3Y | +69.1% | +70.2% | -1.1% | +25.6% |
| 5Y | +72.6% | +45.3% | +27.2% | +38.2% |
| 10Y | +728.2% | +112.4% | +615.8% | +413.6% |
| All | +1,688.1% | +555.3% | +1,132.9% | +228.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling