+40.6%
AXON vs EVRG
+100.3%
-59.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.7% | -3.1% |
| 7D | -28.7% | +1.7% | -30.4% | -28.7% |
| 30D | -28.3% | +8.7% | -37.0% | -28.3% |
| 3M | -46.9% | +6.4% | -53.3% | -46.9% |
| 6M | -24.9% | +9.4% | -34.3% | -24.9% |
| YTD | -46.6% | +24.5% | -71.1% | -46.9% |
| 1Y | -49.7% | +20.5% | -70.1% | -49.8% |
| 3Y | +40.6% | +101.6% | -61.0% | +41.4% |
| All | +40.6% | +100.3% | -59.8% | +41.4% |
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