+40.2%
AMC vs EVRG
+15.1%
+25.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +7.8% |
| 7D | +17.7% | +2.3% | +15.4% | +19.3% |
| 30D | +26.2% | +9.0% | +17.2% | +32.9% |
| 3M | +31.3% | +3.7% | +27.7% | +34.3% |
| 6M | +142.8% | +6.8% | +136.0% | +152.9% |
| YTD | +125.6% | +21.9% | +103.7% | +125.5% |
| 1Y | +40.2% | +15.8% | +24.4% | +47.2% |
| All | +40.2% | +15.1% | +25.1% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling