+61,451.9%
APH vs EVRG
+1,665.0%
+59,787.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.6% | -48.4% | -48.0% |
| 7D | -48.7% | +0.1% | -48.9% | -48.8% |
| 30D | -51.9% | -1.0% | -50.9% | -51.9% |
| 3M | -43.6% | +0.4% | -44.0% | -43.9% |
| 6M | -37.5% | -0.8% | -36.7% | -37.8% |
| YTD | -38.6% | +15.3% | -54.0% | -42.0% |
| 1Y | -26.3% | +17.9% | -44.2% | -30.9% |
| 3Y | +89.2% | +71.9% | +17.3% | +53.8% |
| 5Y | +119.8% | +45.3% | +74.6% | +88.4% |
| 10Y | +454.3% | +113.1% | +341.2% | +305.1% |
| All | +61,451.9% | +1,665.0% | +59,787.0% | +28,325.9% |
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