+77.2%
AXON vs EVRG
+64.6%
+12.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +0.1% | -18.3% | -18.2% |
| 7D | -26.8% | +1.9% | -28.7% | -27.0% |
| 30D | -22.9% | +9.0% | -31.9% | -23.7% |
| 3M | -40.1% | +6.3% | -46.4% | -40.5% |
| 6M | -18.9% | +9.9% | -28.8% | -19.9% |
| YTD | -44.9% | +23.8% | -68.7% | -46.6% |
| 1Y | -46.7% | +19.9% | -66.6% | -48.1% |
| 3Y | +44.3% | +94.3% | -49.9% | +28.7% |
| All | +77.2% | +64.6% | +12.5% | +61.8% |
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