+992.0%
ASX vs EVRG
+111.7%
+880.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.8% | +3.9% |
| 7D | +11.1% | +0.6% | +10.6% | +11.0% |
| 30D | +9.6% | -0.2% | +9.8% | +9.6% |
| 3M | +18.6% | -0.5% | +19.1% | +18.5% |
| 6M | +92.1% | +0.2% | +91.9% | +91.1% |
| YTD | +158.5% | +14.9% | +143.6% | +147.4% |
| 1Y | +271.9% | +18.2% | +253.7% | +252.5% |
| 3Y | +465.2% | +70.2% | +395.1% | +374.6% |
| 5Y | +479.4% | +45.3% | +434.1% | +406.7% |
| 10Y | +992.0% | +112.4% | +879.6% | +754.2% |
| All | +992.0% | +111.7% | +880.3% | +754.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling