+125.7%
ASX vs EVRG
+19.8%
+105.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.5% | +8.1% | +8.9% |
| 7D | -12.3% | +1.7% | -13.9% | -11.4% |
| 30D | -26.0% | +8.7% | -34.7% | -23.5% |
| 3M | -8.1% | +6.4% | -14.5% | -5.8% |
| 6M | +1.4% | +9.4% | -8.0% | +4.3% |
| YTD | +115.6% | +24.5% | +91.1% | +110.3% |
| All | +125.7% | +19.8% | +105.8% | +124.0% |
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