+43.2%
KO vs EVRG
+15.1%
+28.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.7% |
| 7D | +4.4% | +2.3% | +2.1% | +3.6% |
| 30D | +10.7% | +9.0% | +1.7% | +7.6% |
| 3M | +11.3% | +3.7% | +7.6% | +9.9% |
| 6M | +24.0% | +6.8% | +17.3% | +21.6% |
| YTD | +39.7% | +21.9% | +17.8% | +31.3% |
| 1Y | +43.2% | +15.8% | +27.4% | +37.0% |
| All | +43.2% | +15.1% | +28.1% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling