+957.8%
AAOI vs EVRG
+325.1%
+632.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +2.0% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -23.7% | -1.2% | -22.5% | -23.6% |
| 3M | -39.0% | -0.6% | -38.4% | -39.1% |
| 6M | -17.0% | +2.4% | -19.5% | -17.6% |
| YTD | +202.2% | +15.5% | +186.8% | +195.1% |
| 1Y | +292.4% | +16.8% | +275.6% | +282.7% |
| 3Y | +804.4% | +75.0% | +729.4% | +734.8% |
| 5Y | +1,318.0% | +49.3% | +1,268.7% | +1,230.3% |
| 10Y | +436.7% | +113.5% | +323.3% | +382.0% |
| All | +957.8% | +325.1% | +632.7% | +731.0% |
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