+308.9%
AVAV vs EVRG
+124.6%
+184.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.9% |
| 7D | +4.2% | +1.4% | +2.8% | +3.8% |
| 30D | -2.6% | +7.4% | -9.9% | -4.8% |
| 3M | -38.0% | +7.2% | -45.2% | -39.4% |
| 6M | -27.0% | +9.5% | -36.5% | -29.2% |
| YTD | -51.4% | +25.6% | -77.0% | -55.1% |
| 1Y | -60.2% | +20.3% | -80.6% | -62.7% |
| 3Y | -6.7% | +108.8% | -115.5% | -28.3% |
| 5Y | +28.3% | +67.9% | -39.6% | +6.3% |
| All | +308.9% | +124.6% | +184.3% | +206.9% |
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