+85.2%
SWK vs EVRG
+15.1%
+70.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.9% | +12.2% | +12.8% |
| 7D | +17.9% | +2.3% | +15.6% | +17.1% |
| 30D | +31.9% | +9.0% | +22.9% | +28.6% |
| 3M | +16.6% | +3.7% | +12.9% | +15.2% |
| 6M | +61.1% | +6.8% | +54.3% | +57.9% |
| YTD | +64.2% | +21.9% | +42.3% | +50.6% |
| 1Y | +85.2% | +15.8% | +69.4% | +73.8% |
| All | +85.2% | +15.1% | +70.1% | +73.8% |
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