+8,164.6%
AMD vs EVRG
+124.9%
+8,039.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +13.1% | +2.5% | +10.6% | +12.5% |
| 30D | -7.0% | +8.4% | -15.3% | -8.8% |
| 3M | +16.6% | +8.6% | +8.0% | +14.1% |
| 6M | +20.5% | +7.7% | +12.8% | +17.9% |
| YTD | +158.2% | +25.0% | +133.2% | +142.1% |
| 1Y | +132.8% | +18.7% | +114.0% | +121.3% |
| 3Y | +366.2% | +102.1% | +264.2% | +278.3% |
| 5Y | +278.7% | +66.8% | +211.8% | +224.2% |
| 10Y | +8,164.6% | +123.5% | +8,041.1% | +6,642.0% |
| All | +8,164.6% | +124.9% | +8,039.7% | +6,642.0% |
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 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