+1,804.4%
APO vs EVRG
+459.1%
+1,345.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | -1.0% | +1.1% | -2.1% | -1.5% |
| 30D | +3.5% | -1.0% | +4.5% | +3.8% |
| 3M | +4.5% | +0.4% | +4.1% | +4.0% |
| 6M | +22.8% | -0.8% | +23.6% | +22.3% |
| YTD | -6.5% | +15.3% | -21.8% | -13.7% |
| 1Y | +0.8% | +17.9% | -17.1% | -8.1% |
| 3Y | +62.0% | +71.9% | -10.0% | +20.8% |
| 5Y | +138.2% | +45.3% | +93.0% | +91.7% |
| 10Y | +940.3% | +113.1% | +827.2% | +582.3% |
| All | +1,804.4% | +459.1% | +1,345.3% | +525.6% |
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 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