+35.1%
APD vs EVRG
+15.1%
+20.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.8% |
| 7D | +3.8% | +2.3% | +1.5% | +3.5% |
| 30D | +14.1% | +9.0% | +5.1% | +12.9% |
| 3M | +8.2% | +3.7% | +4.5% | +7.6% |
| 6M | +7.5% | +6.8% | +0.7% | +7.0% |
| YTD | +31.7% | +21.9% | +9.7% | +31.2% |
| 1Y | +35.1% | +15.8% | +19.3% | +31.6% |
| All | +35.1% | +15.1% | +20.0% | +31.6% |
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 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