+17.7%
ACI vs EVRG
+76.5%
-58.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -7.1% | -0.7% | -6.4% | -6.9% |
| 30D | -4.5% | 0.0% | -4.5% | -4.5% |
| 3M | -22.3% | -1.0% | -21.3% | -22.2% |
| 6M | -28.4% | +1.0% | -29.4% | -28.7% |
| YTD | -29.5% | +15.1% | -44.6% | -31.8% |
| 1Y | -34.2% | +17.6% | -51.8% | -36.6% |
| 3Y | -45.7% | +70.5% | -116.1% | -51.8% |
| 5Y | -40.8% | +48.9% | -89.6% | -46.3% |
| All | +17.7% | +76.5% | -58.8% | +1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling