+282.2%
APH vs EVRG
+64.6%
+217.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.1% |
| 7D | -5.9% | +1.9% | -7.8% | -6.4% |
| 30D | -14.8% | +9.0% | -23.8% | -16.8% |
| 3M | -12.4% | +6.3% | -18.8% | -13.9% |
| 6M | +8.1% | +9.9% | -1.8% | +4.7% |
| YTD | +10.9% | +23.8% | -12.9% | +3.4% |
| 1Y | +8.8% | +19.9% | -11.1% | +2.4% |
| 3Y | +262.1% | +94.3% | +167.8% | +182.7% |
| All | +282.2% | +64.6% | +217.5% | +214.6% |
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