+112.4%
EVRG vs ARWR
+978.7%
-866.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -1.1% |
| 7D | +0.6% | -3.2% | +3.8% | +0.7% |
| 30D | -0.2% | -6.5% | +6.2% | 0.0% |
| 3M | -0.5% | +12.7% | -13.1% | -1.1% |
| 6M | +0.2% | +36.2% | -36.0% | -1.3% |
| YTD | +14.9% | +24.5% | -9.6% | +13.5% |
| 1Y | +18.2% | +198.0% | -179.8% | +12.4% |
| 3Y | +70.2% | +176.4% | -106.2% | +59.3% |
| 5Y | +45.3% | +26.6% | +18.8% | +37.9% |
| 10Y | +112.4% | +1,054.1% | -941.6% | +93.1% |
| All | +112.4% | +978.7% | -866.3% | +93.1% |
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