+396.6%
EVRG vs AMBA
+772.6%
-375.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.1% | -6.0% | -0.1% |
| 7D | +1.9% | -7.2% | +9.1% | +2.2% |
| 30D | +9.0% | -10.4% | +19.4% | +9.4% |
| 3M | +6.3% | -30.1% | +36.4% | +7.8% |
| 6M | +9.9% | -22.4% | +32.3% | +10.1% |
| YTD | +23.8% | -17.3% | +41.2% | +23.2% |
| 1Y | +19.9% | -35.4% | +55.3% | +20.6% |
| 3Y | +94.3% | +18.6% | +75.6% | +85.3% |
| 5Y | +64.6% | -69.8% | +134.5% | +65.3% |
| 10Y | +121.7% | +1.1% | +120.6% | +98.8% |
| All | +396.6% | +772.6% | -375.9% | +293.4% |
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