+694.9%
EVRG vs AMP
+2,108.3%
-1,413.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +0.9% | +2.6% | -1.7% | +0.2% |
| 30D | -0.5% | +0.8% | -1.4% | -0.8% |
| 3M | +1.5% | +24.3% | -22.7% | -4.1% |
| 6M | +1.2% | +20.6% | -19.4% | -3.9% |
| YTD | +16.3% | +14.6% | +1.7% | +11.4% |
| 1Y | +20.3% | +14.5% | +5.7% | +14.9% |
| 3Y | +72.3% | +67.9% | +4.4% | +46.8% |
| 5Y | +46.7% | +122.5% | -75.8% | +13.6% |
| 10Y | +113.8% | +573.3% | -459.5% | +17.0% |
| All | +694.9% | +2,108.3% | -1,413.4% | +167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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