+430.6%
KLAC vs EVRG
+45.7%
+384.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | +2.5% | -0.7% | +3.1% | +2.5% |
| 30D | -11.5% | 0.0% | -11.5% | -11.5% |
| 3M | -16.9% | -1.0% | -16.0% | -17.0% |
| 6M | +22.2% | +1.0% | +21.3% | +21.9% |
| YTD | +46.4% | +15.1% | +31.3% | +43.1% |
| 1Y | +91.0% | +17.6% | +73.4% | +86.1% |
| 3Y | +264.6% | +70.5% | +194.1% | +230.0% |
| 5Y | +430.6% | +48.9% | +381.7% | +388.1% |
| All | +430.6% | +45.7% | +384.9% | +388.1% |
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 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