+362.6%
EVRG vs AMBA
+837.3%
-474.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.4% |
| 7D | +1.1% | -11.0% | +12.1% | +1.6% |
| 30D | -1.0% | -23.2% | +22.2% | +0.1% |
| 3M | +0.4% | -12.7% | +13.1% | +0.4% |
| 6M | -0.8% | +11.2% | -12.1% | -2.4% |
| YTD | +15.3% | -11.2% | +26.6% | +14.6% |
| 1Y | +17.9% | -22.5% | +40.4% | +17.5% |
| 3Y | +71.9% | -1.3% | +73.2% | +66.2% |
| 5Y | +45.3% | -54.2% | +99.4% | +42.5% |
| 10Y | +113.1% | -6.1% | +119.2% | +91.5% |
| All | +362.6% | +837.3% | -474.7% | +265.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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