-14.7%
AMRZ vs EVRG
+19.9%
-34.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -2.0% | -1.8% |
| 7D | +1.2% | +1.9% | -0.7% | +1.0% |
| 30D | +15.1% | +9.0% | +6.0% | +14.4% |
| 3M | -18.1% | +6.3% | -24.4% | -18.5% |
| 6M | -23.5% | +9.9% | -33.4% | -23.3% |
| YTD | -21.6% | +23.8% | -45.4% | -20.2% |
| 1Y | -14.7% | +19.9% | -34.6% | -13.1% |
| All | -14.7% | +19.9% | -34.7% | -13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling