-35.9%
AXON vs EVRG
+18.2%
-54.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.4% | -2.2% |
| 7D | -11.0% | -0.7% | -10.3% | -11.1% |
| 30D | -24.7% | 0.0% | -24.8% | -24.7% |
| 3M | +7.0% | -1.0% | +7.9% | +6.8% |
| 6M | -9.6% | +1.0% | -10.6% | -9.9% |
| YTD | -15.7% | +15.1% | -30.8% | -14.3% |
| 1Y | -35.9% | +17.6% | -53.5% | -34.6% |
| All | -35.9% | +18.2% | -54.1% | -34.6% |
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