+46.7%
EVRG vs ACM
+4.8%
+41.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | +0.9% | -0.3% | +1.2% | +0.9% |
| 30D | -0.5% | -12.9% | +12.4% | +1.4% |
| 3M | +1.5% | -6.4% | +7.9% | +2.2% |
| 6M | +1.2% | -29.2% | +30.4% | +6.6% |
| YTD | +16.3% | -29.9% | +46.3% | +22.1% |
| 1Y | +20.3% | -47.3% | +67.5% | +34.0% |
| 3Y | +72.3% | -19.6% | +91.9% | +69.2% |
| 5Y | +46.7% | +5.5% | +41.2% | +33.9% |
| All | +46.7% | +4.8% | +41.9% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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