-9.5%
AMC vs EVRG
+18.5%
-28.0%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -2.9% |
| 7D | -0.8% | +0.9% | -1.7% | -0.1% |
| 30D | -1.2% | -0.5% | -0.6% | -1.5% |
| 3M | +42.2% | +1.5% | +40.7% | +43.7% |
| 6M | +118.8% | +1.2% | +117.6% | +120.5% |
| YTD | +64.1% | +16.3% | +47.8% | +65.2% |
| 1Y | -9.5% | +20.3% | -29.8% | -4.0% |
| All | -9.5% | +18.5% | -28.0% | -4.0% |
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