+1,846.0%
AXON vs EVRG
+111.7%
+1,734.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.8% | -2.7% |
| 7D | -3.3% | +0.6% | -3.9% | -3.5% |
| 30D | -17.8% | -0.2% | -17.6% | -17.8% |
| 3M | +8.3% | -0.5% | +8.7% | +8.3% |
| 6M | -12.4% | +0.2% | -12.5% | -12.7% |
| YTD | -13.7% | +14.9% | -28.6% | -17.6% |
| 1Y | -33.1% | +18.2% | -51.3% | -36.7% |
| 3Y | +128.2% | +70.2% | +58.0% | +90.8% |
| 5Y | +170.5% | +45.3% | +125.2% | +135.2% |
| 10Y | +1,846.0% | +112.4% | +1,733.6% | +1,301.0% |
| All | +1,846.0% | +111.7% | +1,734.3% | +1,301.0% |
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 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