+97.0%
ARES vs EVRG
+44.9%
+52.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.8% | -2.7% |
| 7D | -2.7% | +0.6% | -3.2% | -2.8% |
| 30D | -2.4% | -0.2% | -2.2% | -2.4% |
| 3M | +3.9% | -0.5% | +4.4% | +3.8% |
| 6M | +26.4% | +0.2% | +26.2% | +25.7% |
| YTD | -14.9% | +14.9% | -29.8% | -19.9% |
| 1Y | -20.4% | +18.2% | -38.6% | -26.1% |
| 3Y | +38.8% | +70.2% | -31.4% | +9.8% |
| 5Y | +97.0% | +45.3% | +51.6% | +65.2% |
| All | +97.0% | +44.9% | +52.1% | +65.2% |
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