-55.4%
APP vs EVRG
+15.1%
-70.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.9% | +9.8% | +11.4% |
| 7D | +4.5% | +2.3% | +2.2% | +6.6% |
| 30D | -3.6% | +9.0% | -12.6% | +3.7% |
| 3M | -35.3% | +3.7% | -38.9% | -33.0% |
| 6M | -42.8% | +6.8% | -49.6% | -39.4% |
| YTD | -59.7% | +21.9% | -81.6% | -50.1% |
| 1Y | -55.4% | +15.8% | -71.2% | -44.6% |
| All | -55.4% | +15.1% | -70.5% | -44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling