+4,845.0%
AON vs EVRG
+2,060.4%
+2,784.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.1% |
| 7D | -7.9% | +0.6% | -8.5% | -8.1% |
| 30D | -14.6% | -0.2% | -14.4% | -14.6% |
| 3M | -7.9% | -0.5% | -7.5% | -7.8% |
| 6M | -8.0% | +0.2% | -8.2% | -8.3% |
| YTD | -13.2% | +14.9% | -28.1% | -17.2% |
| 1Y | -16.4% | +18.2% | -34.6% | -21.0% |
| 3Y | -6.7% | +70.2% | -76.8% | -21.7% |
| 5Y | +8.0% | +45.3% | -37.3% | -5.4% |
| 10Y | +205.6% | +112.4% | +93.2% | +132.7% |
| All | +4,845.0% | +2,060.4% | +2,784.6% | +1,715.7% |
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