+6,246.9%
APD vs EVRG
+2,249.8%
+3,997.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.1% | +1.0% |
| 7D | -1.2% | +2.5% | -3.6% | -2.2% |
| 30D | +11.0% | +8.4% | +2.6% | +7.4% |
| 3M | +2.6% | +8.6% | -6.0% | -1.0% |
| 6M | +4.8% | +7.7% | -2.8% | +1.4% |
| YTD | +31.0% | +25.0% | +6.0% | +19.0% |
| 1Y | +23.4% | +18.7% | +4.6% | +14.4% |
| 3Y | +28.4% | +102.1% | -73.7% | -4.9% |
| 5Y | +15.2% | +66.8% | -51.6% | -8.5% |
| 10Y | +190.7% | +123.5% | +67.2% | +100.1% |
| All | +6,246.9% | +2,249.8% | +3,997.1% | +1,686.0% |
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 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