+46.7%
EVRG vs ALM
+1,033.0%
-986.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.8% | -8.0% | +0.7% |
| 7D | +0.9% | +8.4% | -7.5% | +0.7% |
| 30D | -0.5% | +34.8% | -35.4% | -1.1% |
| 3M | +1.5% | +16.2% | -14.7% | +1.0% |
| 6M | +1.2% | +2.1% | -1.0% | +0.6% |
| YTD | +16.3% | +117.0% | -100.7% | +13.6% |
| 1Y | +20.3% | +313.9% | -293.6% | +15.4% |
| 3Y | +72.3% | +2,327.9% | -2,255.6% | +54.8% |
| 5Y | +46.7% | +1,040.6% | -993.9% | +35.3% |
| All | +46.7% | +1,033.0% | -986.3% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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