-24.4%
KVUE vs EVRG
+52.4%
-76.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | -6.1% | -0.7% | -5.4% | -5.8% |
| 30D | -5.6% | 0.0% | -5.6% | -5.6% |
| 3M | -0.3% | -1.0% | +0.6% | 0.0% |
| 6M | +1.4% | +1.0% | +0.4% | +0.9% |
| YTD | +6.7% | +15.1% | -8.3% | +0.4% |
| 1Y | +1.0% | +17.6% | -16.6% | -5.7% |
| 3Y | -5.4% | +70.5% | -75.9% | -22.9% |
| All | -24.4% | +52.4% | -76.9% | -39.0% |
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 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