+4,143.0%
KR vs EVRG
+2,060.4%
+2,082.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.0% |
| 7D | -3.1% | +0.6% | -3.6% | -3.2% |
| 30D | +0.6% | -0.2% | +0.8% | +0.6% |
| 3M | -9.8% | -0.5% | -9.3% | -9.7% |
| 6M | -22.1% | +0.2% | -22.3% | -22.2% |
| YTD | -8.1% | +14.9% | -23.0% | -11.2% |
| 1Y | -14.7% | +18.2% | -32.9% | -18.1% |
| 3Y | +28.6% | +70.2% | -41.6% | +12.7% |
| 5Y | +36.4% | +45.3% | -9.0% | +23.5% |
| 10Y | +120.8% | +112.4% | +8.4% | +76.4% |
| All | +4,143.0% | +2,060.4% | +2,082.6% | +1,618.4% |
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