-31.7%
NKE vs EVRG
+15.1%
-46.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +5.3% |
| 7D | +9.0% | +2.3% | +6.7% | +9.2% |
| 30D | +19.2% | +9.0% | +10.2% | +20.5% |
| 3M | -1.5% | +3.7% | -5.2% | -1.1% |
| 6M | -4.2% | +6.8% | -11.0% | -3.0% |
| YTD | -34.8% | +21.9% | -56.7% | -33.2% |
| 1Y | -31.7% | +15.8% | -47.5% | -30.9% |
| All | -31.7% | +15.1% | -46.8% | -30.9% |
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