+39,137.0%
AZO vs EVRG
+1,868.1%
+37,269.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -2.9% | -0.7% | -2.2% | -2.7% |
| 30D | -5.3% | 0.0% | -5.3% | -5.3% |
| 3M | -7.3% | -1.0% | -6.4% | -7.1% |
| 6M | -22.7% | +1.0% | -23.6% | -23.0% |
| YTD | -15.0% | +15.1% | -30.1% | -18.7% |
| 1Y | -32.2% | +17.6% | -49.8% | -35.6% |
| 3Y | +10.0% | +70.5% | -60.5% | -7.2% |
| 5Y | +85.8% | +48.9% | +37.0% | +62.1% |
| 10Y | +298.9% | +112.8% | +186.1% | +208.3% |
| All | +39,137.0% | +1,868.1% | +37,269.0% | +16,890.1% |
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 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