+121,410.5%
AAPL vs EVRG
+2,087.5%
+119,323.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.0% | -1.4% |
| 7D | -2.7% | +0.9% | -3.6% | -3.0% |
| 30D | +1.0% | -0.5% | +1.6% | +1.2% |
| 3M | +5.0% | +1.5% | +3.4% | +4.3% |
| 6M | +23.0% | +1.2% | +21.9% | +22.3% |
| YTD | +16.6% | +16.3% | +0.3% | +10.7% |
| 1Y | +33.4% | +20.3% | +13.2% | +25.2% |
| 3Y | +79.9% | +72.3% | +7.6% | +49.0% |
| 5Y | +109.0% | +46.7% | +62.3% | +81.3% |
| 10Y | +1,210.4% | +113.8% | +1,096.6% | +885.4% |
| All | +121,410.5% | +2,087.5% | +119,323.0% | +45,901.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling