-0.1%
KMB vs EVRG
+67.4%
-67.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.3% |
| 7D | +6.0% | +3.5% | +2.5% | +4.6% |
| 30D | +13.5% | +9.2% | +4.3% | +9.5% |
| 3M | +3.8% | +8.6% | -4.9% | +0.3% |
| 6M | +15.6% | +10.0% | +5.6% | +11.2% |
| YTD | +14.0% | +25.1% | -11.1% | +4.2% |
| 1Y | +12.9% | +19.5% | -6.6% | +5.0% |
| 3Y | +3.7% | +102.3% | -98.6% | -21.4% |
| 5Y | -0.1% | +66.8% | -66.9% | -20.3% |
| All | -0.1% | +67.4% | -67.4% | -20.3% |
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