+71.0%
EVRG vs ALHC
-28.9%
+99.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | +1.1% | -0.6% | +1.7% | +1.1% |
| 30D | -1.0% | -1.0% | 0.0% | -1.0% |
| 3M | +0.4% | -10.2% | +10.6% | +0.4% |
| 6M | -0.8% | -28.3% | +27.4% | -0.2% |
| YTD | +15.3% | -31.4% | +46.8% | +16.1% |
| 1Y | +17.9% | -16.9% | +34.8% | +17.8% |
| 3Y | +71.9% | +135.5% | -63.5% | +62.4% |
| 5Y | +45.3% | -33.6% | +78.9% | +39.2% |
| All | +71.0% | -28.9% | +99.9% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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