+78.5%
AME vs EVRG
+66.7%
+11.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.3% |
| 7D | +5.9% | +1.4% | +4.5% | +5.4% |
| 30D | -1.9% | +7.4% | -9.3% | -4.2% |
| 3M | -5.4% | +7.2% | -12.6% | -7.5% |
| 6M | +4.9% | +9.5% | -4.5% | +1.6% |
| YTD | +18.5% | +25.6% | -7.1% | +9.3% |
| 1Y | +25.5% | +20.4% | +5.1% | +17.5% |
| 3Y | +63.0% | +108.8% | -45.8% | +22.8% |
| All | +78.5% | +66.7% | +11.8% | +49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling