-39.0%
AVAV vs EVRG
+19.4%
-58.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.2% | -4.1% | -5.2% |
| 7D | -3.2% | +0.6% | -3.7% | -3.2% |
| 30D | -25.6% | -0.2% | -25.3% | -25.5% |
| 3M | -20.2% | -0.5% | -19.8% | -19.5% |
| 6M | -38.1% | +0.2% | -38.2% | -37.8% |
| YTD | -41.8% | +14.9% | -56.7% | -44.8% |
| 1Y | -39.0% | +18.2% | -57.3% | -32.6% |
| All | -39.0% | +19.4% | -58.4% | -32.6% |
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