+66.4%
AEP vs EVRG
+45.7%
+20.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.1% |
| 7D | -1.0% | -0.7% | -0.3% | -0.4% |
| 30D | -0.1% | 0.0% | -0.1% | -0.1% |
| 3M | -3.2% | -1.0% | -2.3% | -2.4% |
| 6M | -5.3% | +1.0% | -6.3% | -6.0% |
| YTD | +9.5% | +15.1% | -5.5% | -2.5% |
| 1Y | +17.5% | +17.6% | -0.1% | +2.6% |
| 3Y | +77.0% | +70.5% | +6.5% | +12.4% |
| 5Y | +66.4% | +48.9% | +17.5% | +17.8% |
| All | +66.4% | +45.7% | +20.7% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling