-67.4%
AMC vs EVRG
+71.7%
-139.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.3% |
| 7D | +2.3% | +1.1% | +1.2% | +2.3% |
| 30D | -0.7% | -1.0% | +0.3% | -0.7% |
| 3M | +35.2% | +0.4% | +34.8% | +34.7% |
| 6M | +124.6% | -0.8% | +125.4% | +124.0% |
| YTD | +69.9% | +15.3% | +54.5% | +63.5% |
| 1Y | -2.6% | +17.9% | -20.5% | -6.9% |
| All | -67.4% | +71.7% | -139.1% | -73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling