+49.6%
ARMK vs EVRG
+19.4%
+30.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | +0.1% | -1.1% |
| 7D | +0.3% | +0.6% | -0.2% | +0.3% |
| 30D | +2.4% | -0.2% | +2.6% | +2.4% |
| 3M | +6.1% | -0.5% | +6.5% | +6.2% |
| 6M | +41.8% | +0.2% | +41.6% | +41.8% |
| YTD | +55.5% | +14.9% | +40.7% | +55.8% |
| 1Y | +49.6% | +18.2% | +31.4% | +46.3% |
| All | +49.6% | +19.4% | +30.2% | +46.3% |
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