+19,263.7%
AME vs EVRG
+2,261.5%
+17,002.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.2% |
| 7D | +5.9% | +1.4% | +4.5% | +5.3% |
| 30D | -1.9% | +7.4% | -9.3% | -4.7% |
| 3M | -5.4% | +7.2% | -12.6% | -8.1% |
| 6M | +4.9% | +9.5% | -4.5% | +0.9% |
| YTD | +18.5% | +25.6% | -7.1% | +7.8% |
| 1Y | +25.5% | +20.4% | +5.1% | +16.0% |
| 3Y | +63.0% | +108.8% | -45.8% | +20.2% |
| 5Y | +78.3% | +68.0% | +10.4% | +41.9% |
| 10Y | +447.1% | +124.6% | +322.5% | +280.3% |
| All | +19,263.7% | +2,261.5% | +17,002.2% | +6,400.6% |
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