+122.8%
EVRG vs ARWR
+1,009.4%
-886.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.1% |
| 7D | +1.0% | -17.9% | +18.9% | +1.7% |
| 30D | +7.5% | -18.9% | +26.4% | +8.3% |
| 3M | +6.8% | -46.0% | +52.8% | +9.3% |
| 6M | +7.7% | -40.3% | +48.1% | +9.6% |
| YTD | +24.9% | -29.0% | +53.8% | +25.9% |
| 1Y | +18.1% | +13.8% | +4.3% | +16.5% |
| 3Y | +101.9% | +74.9% | +27.0% | +92.0% |
| 5Y | +67.0% | -36.2% | +103.2% | +62.5% |
| All | +122.8% | +1,009.4% | -886.6% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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