+12,882.1%
BLK vs EVRG
+1,215.5%
+11,666.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -3.3% | +0.1% | -3.4% | -3.4% |
| 30D | -6.5% | -1.2% | -5.3% | -6.0% |
| 3M | +6.7% | -0.6% | +7.4% | +6.8% |
| 6M | +14.7% | +2.4% | +12.3% | +12.9% |
| YTD | +2.5% | +15.5% | -12.9% | -4.8% |
| 1Y | -2.8% | +16.8% | -19.6% | -10.3% |
| 3Y | +65.9% | +75.0% | -9.1% | +25.4% |
| 5Y | +33.0% | +49.3% | -16.4% | +7.4% |
| 10Y | +281.2% | +113.5% | +167.7% | +154.4% |
| All | +12,882.1% | +1,215.5% | +11,666.6% | +4,508.9% |
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