+270.9%
APH vs EVRG
+104.1%
+166.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.7% |
| 7D | +4.9% | +1.4% | +3.5% | +4.9% |
| 30D | -5.4% | +7.4% | -12.8% | -5.3% |
| 3M | -5.5% | +7.2% | -12.7% | -5.4% |
| 6M | +25.9% | +9.5% | +16.4% | +25.6% |
| YTD | +16.4% | +25.6% | -9.2% | +15.0% |
| 1Y | +16.5% | +20.4% | -3.9% | +15.4% |
| 3Y | +270.9% | +108.8% | +162.0% | +258.0% |
| All | +270.9% | +104.1% | +166.8% | +258.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling