+648.2%
EVRG vs AEE
+816.1%
-168.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.7% |
| 7D | +0.9% | +0.6% | +0.3% | +0.4% |
| 30D | -0.5% | -1.9% | +1.4% | +0.9% |
| 3M | +1.5% | +0.3% | +1.2% | +1.2% |
| 6M | +1.2% | -3.0% | +4.1% | +3.3% |
| YTD | +16.3% | +8.4% | +8.0% | +9.5% |
| 1Y | +20.3% | +9.8% | +10.5% | +12.0% |
| 3Y | +72.3% | +47.4% | +24.9% | +28.0% |
| 5Y | +46.7% | +38.9% | +7.8% | +13.9% |
| 10Y | +113.8% | +183.7% | -69.9% | -0.1% |
| All | +648.2% | +816.1% | -168.0% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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