+46.7%
EVRG vs ARWR
+29.5%
+17.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +0.9% |
| 7D | +0.9% | +2.9% | -2.0% | +0.7% |
| 30D | -0.5% | -2.9% | +2.4% | -0.4% |
| 3M | +1.5% | +15.2% | -13.7% | +0.7% |
| 6M | +1.2% | +42.3% | -41.1% | -0.9% |
| YTD | +16.3% | +28.2% | -11.9% | +14.5% |
| 1Y | +20.3% | +213.2% | -193.0% | +12.7% |
| 3Y | +72.3% | +184.6% | -112.3% | +58.4% |
| 5Y | +46.7% | +29.2% | +17.4% | +31.5% |
| All | +46.7% | +29.5% | +17.1% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling