+6,123.5%
APD vs EVRG
+2,240.5%
+3,883.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.8% |
| 7D | -1.6% | +1.7% | -3.2% | -2.2% |
| 30D | +10.6% | +8.7% | +1.9% | +6.9% |
| 3M | +2.5% | +6.4% | -3.9% | -0.2% |
| 6M | +6.0% | +9.4% | -3.4% | +1.9% |
| YTD | +28.4% | +24.5% | +4.0% | +16.9% |
| 1Y | +22.2% | +20.5% | +1.7% | +12.6% |
| 3Y | +26.6% | +101.6% | -75.0% | -6.1% |
| 5Y | +11.8% | +67.5% | -55.7% | -11.3% |
| 10Y | +187.8% | +122.3% | +65.4% | +98.4% |
| All | +6,123.5% | +2,240.5% | +3,883.1% | +1,654.1% |
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