+5,927.3%
APD vs EVRG
+2,068.9%
+3,858.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -2.2% | +1.1% | -3.3% | -2.7% |
| 30D | +2.1% | -1.0% | +3.1% | +2.4% |
| 3M | +7.2% | +0.4% | +6.8% | +6.8% |
| 6M | +11.2% | -0.8% | +12.1% | +11.3% |
| YTD | +24.4% | +15.3% | +9.1% | +16.8% |
| 1Y | +6.7% | +17.9% | -11.2% | -0.9% |
| 3Y | +9.2% | +71.9% | -62.7% | -13.5% |
| 5Y | +27.4% | +45.3% | -17.9% | +7.0% |
| 10Y | +164.8% | +113.1% | +51.8% | +86.1% |
| All | +5,927.3% | +2,068.9% | +3,858.4% | +1,653.2% |
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