-43.0%
APP vs EVRG
+18.5%
-61.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.5% | -2.0% |
| 7D | +0.1% | +0.9% | -0.8% | +0.8% |
| 30D | -10.0% | -0.5% | -9.5% | -10.2% |
| 3M | -44.6% | +1.5% | -46.2% | -43.9% |
| 6M | -37.9% | +1.2% | -39.0% | -37.2% |
| YTD | -53.7% | +16.3% | -70.0% | -47.9% |
| 1Y | -43.0% | +20.3% | -63.2% | -35.9% |
| All | -43.0% | +18.5% | -61.4% | -35.9% |
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 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