-41.5%
ACHR vs EVRG
+90.8%
-132.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.8% |
| 7D | +4.9% | +0.9% | +4.0% | +4.5% |
| 30D | +4.3% | -0.5% | +4.8% | +4.3% |
| 3M | +1.7% | +1.5% | +0.2% | +0.4% |
| 6M | -6.9% | +1.2% | -8.0% | -8.3% |
| YTD | -22.5% | +16.3% | -38.8% | -28.7% |
| 1Y | -31.5% | +20.3% | -51.8% | -37.8% |
| 3Y | -14.4% | +72.3% | -86.7% | -33.6% |
| 5Y | -41.6% | +46.7% | -88.3% | -52.9% |
| All | -41.5% | +90.8% | -132.3% | -56.1% |
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