+5.7%
AS vs EVRG
+20.4%
-14.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -1.9% |
| 7D | +4.5% | +3.5% | +1.0% | +4.5% |
| 30D | +13.2% | +9.2% | +4.0% | +13.3% |
| 3M | -11.9% | +8.6% | -20.6% | -11.9% |
| 6M | -11.6% | +10.0% | -21.5% | -11.6% |
| YTD | -14.7% | +25.1% | -39.8% | -13.5% |
| 1Y | +5.7% | +19.5% | -13.8% | +10.0% |
| All | +5.7% | +20.4% | -14.7% | +10.0% |
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