+301.8%
AMD vs EVRG
+93.6%
+208.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.1% | +10.9% | +11.1% |
| 7D | -11.0% | +1.9% | -12.9% | -10.5% |
| 30D | -30.5% | +9.0% | -39.5% | -29.0% |
| 3M | -8.2% | +6.3% | -14.5% | -6.7% |
| 6M | +6.6% | +9.9% | -3.3% | +8.9% |
| YTD | +109.7% | +23.8% | +85.8% | +116.0% |
| 1Y | +88.9% | +19.9% | +69.0% | +94.4% |
| 3Y | +301.8% | +94.3% | +207.6% | +369.5% |
| All | +301.8% | +93.6% | +208.3% | +369.5% |
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