+154,996.0%
KLAC vs EVRG
+2,060.4%
+152,935.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -2.7% |
| 7D | +6.2% | +0.6% | +5.6% | +5.9% |
| 30D | -5.0% | -0.2% | -4.8% | -4.9% |
| 3M | -14.4% | -0.5% | -14.0% | -14.5% |
| 6M | +28.3% | +0.2% | +28.1% | +27.3% |
| YTD | +51.1% | +14.9% | +36.2% | +41.7% |
| 1Y | +100.4% | +18.2% | +82.2% | +85.4% |
| 3Y | +276.3% | +70.2% | +206.2% | +193.5% |
| 5Y | +452.1% | +45.3% | +406.7% | +354.3% |
| 10Y | +2,986.0% | +112.4% | +2,873.6% | +2,016.2% |
| All | +154,996.0% | +2,060.4% | +152,935.6% | +45,222.7% |
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