+125.4%
ARMK vs EVRG
+72.7%
+52.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.6% | +1.2% |
| 7D | +1.7% | +0.9% | +0.8% | +1.5% |
| 30D | +3.1% | -0.5% | +3.7% | +3.2% |
| 3M | +9.2% | +1.5% | +7.7% | +8.8% |
| 6M | +43.7% | +1.2% | +42.5% | +43.0% |
| YTD | +57.4% | +16.3% | +41.0% | +50.5% |
| 1Y | +51.9% | +20.3% | +31.6% | +43.3% |
| 3Y | +125.4% | +72.3% | +53.1% | +96.8% |
| All | +125.4% | +72.7% | +52.7% | +96.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling