+1,700.7%
NOK vs EVRG
+1,377.1%
+323.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.3% | +1.5% |
| 7D | +9.3% | +0.6% | +8.8% | +9.1% |
| 30D | +17.9% | -0.2% | +18.1% | +18.0% |
| 3M | -22.3% | -0.5% | -21.9% | -22.4% |
| 6M | +36.4% | +0.2% | +36.2% | +35.6% |
| YTD | +66.3% | +14.9% | +51.4% | +56.8% |
| 1Y | +134.4% | +18.2% | +116.2% | +118.5% |
| 3Y | +186.6% | +70.2% | +116.4% | +131.2% |
| 5Y | +102.7% | +45.3% | +57.3% | +71.7% |
| 10Y | +129.8% | +112.4% | +17.4% | +59.1% |
| All | +1,700.7% | +1,377.1% | +323.6% | +514.7% |
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