+7.7%
AS vs EVRG
+19.8%
-12.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +3.1% |
| 7D | +5.8% | +1.7% | +4.2% | +5.8% |
| 30D | +15.4% | +8.7% | +6.7% | +15.4% |
| 3M | -11.9% | +6.4% | -18.3% | -11.8% |
| 6M | -9.9% | +9.4% | -19.3% | -9.9% |
| YTD | -13.1% | +24.5% | -37.6% | -11.9% |
| All | +7.7% | +19.8% | -12.1% | +12.1% |
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