+11.8%
APD vs EVRG
+68.4%
-56.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.8% |
| 7D | -1.6% | +1.7% | -3.2% | -2.3% |
| 30D | +10.6% | +8.7% | +1.9% | +6.7% |
| 3M | +2.5% | +6.4% | -3.9% | -0.3% |
| 6M | +6.0% | +9.4% | -3.4% | +1.6% |
| YTD | +28.4% | +24.5% | +4.0% | +15.6% |
| 1Y | +22.2% | +20.5% | +1.7% | +11.6% |
| 3Y | +26.6% | +101.6% | -75.0% | -10.8% |
| 5Y | +11.8% | +67.5% | -55.7% | -13.5% |
| All | +11.8% | +68.4% | -56.7% | -13.5% |
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