+132.8%
AMD vs EVRG
+18.9%
+113.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.2% |
| 7D | +13.1% | +2.5% | +10.6% | +15.1% |
| 30D | -7.0% | +8.4% | -15.3% | -2.4% |
| 3M | +16.6% | +8.6% | +8.0% | +22.4% |
| 6M | +20.5% | +7.7% | +12.8% | +26.1% |
| YTD | +158.2% | +25.0% | +133.2% | +159.0% |
| 1Y | +132.8% | +18.7% | +114.0% | +146.1% |
| All | +132.8% | +18.9% | +113.9% | +146.1% |
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 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