+48.8%
AAOI vs EVRG
+17.4%
+31.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | +1.4% | -22.3% | -20.4% |
| 7D | -40.8% | +2.3% | -43.1% | -40.3% |
| 30D | -64.0% | +8.8% | -72.8% | -63.6% |
| 3M | -63.5% | +6.1% | -69.6% | -63.1% |
| 6M | -74.0% | +8.9% | -82.9% | -74.2% |
| YTD | +34.5% | +23.6% | +10.9% | +12.0% |
| 1Y | +48.8% | +17.8% | +31.0% | +34.7% |
| All | +48.8% | +17.4% | +31.4% | +34.7% |
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 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