+182.5%
AXON vs EVRG
+48.0%
+134.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -4.1% |
| 7D | -14.2% | +1.1% | -15.3% | -14.3% |
| 30D | -15.4% | -1.0% | -14.4% | -15.3% |
| 3M | +0.5% | +0.4% | +0.1% | +0.4% |
| 6M | -9.5% | -0.8% | -8.7% | -9.6% |
| YTD | -9.2% | +15.3% | -24.5% | -11.2% |
| 1Y | -29.4% | +17.9% | -47.3% | -31.2% |
| 3Y | +139.4% | +71.9% | +67.5% | +118.0% |
| All | +182.5% | +48.0% | +134.4% | +149.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling