+27.9%
AVAV vs EVRG
+71.7%
-43.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.7% |
| 7D | -2.2% | +1.1% | -3.3% | -2.3% |
| 30D | -13.9% | -1.0% | -12.9% | -13.8% |
| 3M | -29.2% | +0.4% | -29.6% | -29.1% |
| 6M | -36.1% | -0.8% | -35.3% | -36.0% |
| YTD | -40.2% | +15.3% | -55.5% | -41.3% |
| 1Y | -36.2% | +17.9% | -54.1% | -37.3% |
| All | +27.9% | +71.7% | -43.8% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling