+132.1%
APO vs EVRG
+45.7%
+86.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -4.9% | -0.7% | -4.2% | -4.7% |
| 30D | -8.4% | 0.0% | -8.4% | -8.5% |
| 3M | -2.1% | -1.0% | -1.1% | -2.0% |
| 6M | +19.2% | +1.0% | +18.3% | +18.3% |
| YTD | -10.5% | +15.1% | -25.6% | -15.5% |
| 1Y | -2.7% | +17.6% | -20.3% | -9.0% |
| 3Y | +52.5% | +70.5% | -18.0% | +23.2% |
| 5Y | +132.1% | +48.9% | +83.2% | +93.1% |
| All | +132.1% | +45.7% | +86.4% | +93.1% |
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 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