+84.5%
AAPL vs EVRG
+72.0%
+12.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | +7.1% | 0.0% | +7.1% | +7.1% |
| 3M | +12.1% | -1.0% | +13.1% | +12.1% |
| 6M | +25.4% | +1.0% | +24.5% | +25.2% |
| YTD | +20.5% | +15.1% | +5.4% | +18.4% |
| 1Y | +44.5% | +17.6% | +27.0% | +41.6% |
| All | +84.5% | +72.0% | +12.6% | +71.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling