+11,477.5%
AMD vs EVRG
+2,068.9%
+9,408.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +4.9% |
| 7D | +2.6% | +1.1% | +1.5% | +2.1% |
| 30D | -0.9% | -1.0% | +0.1% | -0.6% |
| 3M | -8.7% | +0.4% | -9.1% | -9.3% |
| 6M | +136.3% | -0.8% | +137.2% | +135.2% |
| YTD | +123.0% | +15.3% | +107.7% | +108.4% |
| 1Y | +195.2% | +17.9% | +177.3% | +173.5% |
| 3Y | +336.3% | +71.9% | +264.4% | +238.8% |
| 5Y | +334.5% | +45.3% | +289.2% | +257.8% |
| 10Y | +6,259.1% | +113.1% | +6,146.1% | +4,067.4% |
| All | +11,477.5% | +2,068.9% | +9,408.5% | +2,622.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling