+38.7%
KNX vs EVRG
+48.0%
-9.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.9% | -1.6% |
| 7D | -5.6% | +0.1% | -5.7% | -5.6% |
| 30D | -4.4% | -1.2% | -3.2% | -4.1% |
| 3M | -17.3% | -0.6% | -16.7% | -17.2% |
| 6M | +22.6% | +2.4% | +20.2% | +21.4% |
| YTD | +31.1% | +15.5% | +15.7% | +24.9% |
| 1Y | +60.2% | +16.8% | +43.4% | +51.5% |
| 3Y | +35.8% | +75.0% | -39.3% | +10.1% |
| All | +38.7% | +48.0% | -9.3% | +17.3% |
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