+121.9%
KRE vs EVRG
+113.9%
+8.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | -4.5% | -1.2% | -3.3% | -4.0% |
| 3M | +2.7% | -0.6% | +3.4% | +2.9% |
| 6M | +16.9% | +2.4% | +14.4% | +15.1% |
| YTD | +15.4% | +15.5% | -0.1% | +6.6% |
| 1Y | +16.1% | +16.8% | -0.7% | +6.4% |
| 3Y | +85.7% | +75.0% | +10.7% | +36.8% |
| 5Y | +33.3% | +49.3% | -16.1% | +4.9% |
| All | +121.9% | +113.9% | +8.0% | +58.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling