-98.8%
AMC vs EVRG
+124.6%
-223.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.9% |
| 7D | +3.5% | +1.4% | +2.1% | +3.1% |
| 30D | +12.5% | +7.4% | +5.1% | +10.1% |
| 3M | +23.6% | +7.2% | +16.4% | +20.9% |
| 6M | +144.4% | +9.5% | +134.9% | +136.6% |
| YTD | +108.3% | +25.6% | +82.8% | +92.2% |
| 1Y | +38.9% | +20.4% | +18.5% | +30.0% |
| 3Y | -58.9% | +108.8% | -167.7% | -68.3% |
| 5Y | -99.2% | +68.0% | -167.1% | -99.3% |
| All | -98.8% | +124.6% | -223.4% | -99.1% |
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 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