+508.9%
AXTI vs EVRG
+717.0%
-208.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.2% | -6.3% | -6.2% |
| 7D | +15.1% | -0.7% | +15.8% | +15.4% |
| 30D | -12.3% | 0.0% | -12.3% | -12.3% |
| 3M | -24.1% | -1.0% | -23.2% | -24.3% |
| 6M | +46.0% | +1.0% | +45.1% | +44.4% |
| YTD | +295.7% | +15.1% | +280.6% | +274.6% |
| 1Y | +1,825.6% | +17.6% | +1,808.0% | +1,705.7% |
| 3Y | +2,630.0% | +70.5% | +2,559.5% | +2,141.5% |
| 5Y | +601.0% | +48.9% | +552.1% | +495.9% |
| 10Y | +1,459.0% | +112.8% | +1,346.3% | +1,013.8% |
| All | +508.9% | +717.0% | -208.0% | +98.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling