+113.8%
EVRG vs ALLY
+178.4%
-64.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.2% | +1.4% |
| 7D | +0.9% | +1.0% | -0.1% | +0.7% |
| 30D | -0.5% | -3.3% | +2.8% | 0.0% |
| 3M | +1.5% | +0.5% | +1.1% | +1.3% |
| 6M | +1.2% | +12.6% | -11.4% | -1.3% |
| YTD | +16.3% | -4.7% | +21.0% | +16.6% |
| 1Y | +20.3% | +5.2% | +15.0% | +18.1% |
| 3Y | +72.3% | +66.5% | +5.8% | +51.0% |
| 5Y | +46.7% | +0.2% | +46.5% | +38.4% |
| 10Y | +113.8% | +180.8% | -67.0% | +49.9% |
| All | +113.8% | +178.4% | -64.6% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 10y: compounded portfolio wealth divided by compounded ALLY 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…
10y analysis · Full analysis span regression · 6 months rolling