+1,106.8%
EVRG vs ARWR
-97.0%
+1,203.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +1.1% | +1.7% | -0.6% | +1.1% |
| 30D | -1.0% | -0.7% | -0.4% | -1.0% |
| 3M | +0.4% | +14.9% | -14.5% | +0.4% |
| 6M | -0.8% | +32.6% | -33.5% | -0.9% |
| YTD | +15.3% | +30.0% | -14.7% | +15.2% |
| 1Y | +17.9% | +208.4% | -190.5% | +17.5% |
| 3Y | +71.9% | +208.8% | -136.9% | +71.1% |
| 5Y | +45.3% | +27.8% | +17.4% | +44.8% |
| 10Y | +113.1% | +1,107.6% | -994.5% | +110.8% |
| All | +1,106.8% | -97.0% | +1,203.9% | +1,067.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling