+18,884.9%
AME vs EVRG
+2,068.9%
+16,816.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | +0.6% | +1.1% | -0.5% | +0.2% |
| 30D | -6.7% | -1.0% | -5.7% | -6.4% |
| 3M | +4.1% | +0.4% | +3.7% | +3.7% |
| 6M | +1.6% | -0.8% | +2.4% | +1.6% |
| YTD | +16.1% | +15.3% | +0.8% | +9.4% |
| 1Y | +27.3% | +17.9% | +9.4% | +18.8% |
| 3Y | +50.9% | +71.9% | -21.1% | +20.0% |
| 5Y | +81.4% | +45.3% | +36.1% | +52.9% |
| 10Y | +417.0% | +113.1% | +303.9% | +267.5% |
| All | +18,884.9% | +2,068.9% | +16,816.0% | +6,497.8% |
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