+11.8%
AZO vs EVRG
+72.5%
-60.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -3.6% | +0.1% | -3.7% | -3.6% |
| 30D | -5.6% | -1.2% | -4.3% | -5.2% |
| 3M | -6.6% | -0.6% | -6.0% | -6.4% |
| 6M | -22.5% | +2.4% | -24.9% | -23.0% |
| YTD | -15.2% | +15.5% | -30.6% | -18.6% |
| 1Y | -33.9% | +16.8% | -50.8% | -36.9% |
| 3Y | +11.8% | +75.0% | -63.2% | -2.1% |
| All | +11.8% | +72.5% | -60.7% | -2.1% |
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