+146.5%
ASX vs EVRG
+15.1%
+131.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -3.6% |
| 7D | -14.6% | +2.3% | -16.9% | -13.9% |
| 30D | -21.1% | +9.0% | -30.1% | -19.1% |
| 3M | -3.1% | +3.7% | -6.8% | -2.0% |
| 6M | +17.4% | +6.8% | +10.6% | +19.2% |
| YTD | +135.3% | +21.9% | +113.4% | +124.2% |
| 1Y | +146.5% | +15.8% | +130.7% | +140.6% |
| All | +146.5% | +15.1% | +131.4% | +140.6% |
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