+166.1%
APA vs EVRG
+49.3%
+116.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +1.0% | +1.6% |
| 7D | -1.7% | +0.9% | -2.6% | -1.9% |
| 30D | +15.7% | -0.5% | +16.3% | +15.8% |
| 3M | +16.5% | +1.5% | +14.9% | +15.8% |
| 6M | +35.1% | +1.2% | +33.9% | +34.1% |
| YTD | +82.2% | +16.3% | +65.9% | +72.4% |
| 1Y | +102.5% | +20.3% | +82.2% | +88.9% |
| 3Y | +10.3% | +72.3% | -62.0% | -11.1% |
| 5Y | +166.1% | +46.7% | +119.4% | +129.0% |
| All | +166.1% | +49.3% | +116.8% | +129.0% |
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