+2,205.2%
EVRG vs ALK
+770.6%
+1,434.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +1.9% | +9.0% | -7.2% | +0.6% |
| 30D | +9.0% | -1.6% | +10.7% | +9.1% |
| 3M | +6.3% | -23.2% | +29.5% | +9.7% |
| 6M | +9.9% | -3.9% | +13.8% | +9.5% |
| YTD | +23.8% | -22.6% | +46.4% | +25.9% |
| 1Y | +19.9% | -5.3% | +25.2% | +18.3% |
| 3Y | +94.3% | +18.6% | +75.7% | +80.5% |
| 5Y | +64.6% | -34.4% | +99.0% | +63.5% |
| 10Y | +121.7% | -40.8% | +162.5% | +110.1% |
| All | +2,205.2% | +770.6% | +1,434.7% | +1,217.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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