+122,851.5%
AAPL vs EVRG
+2,068.9%
+120,782.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +0.1% | +1.1% | -1.0% | -0.3% |
| 30D | +3.0% | -1.0% | +4.0% | +3.3% |
| 3M | +2.9% | +0.4% | +2.5% | +2.6% |
| 6M | +22.1% | -0.8% | +22.9% | +22.1% |
| YTD | +18.0% | +15.3% | +2.7% | +12.3% |
| 1Y | +33.9% | +17.9% | +16.0% | +26.5% |
| 3Y | +71.2% | +71.9% | -0.8% | +41.8% |
| 5Y | +112.6% | +45.3% | +67.4% | +84.9% |
| 10Y | +1,198.8% | +113.1% | +1,085.7% | +877.8% |
| All | +122,851.5% | +2,068.9% | +120,782.6% | +46,573.4% |
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