+1,208.9%
EVRG vs ARWR
-98.3%
+1,307.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | +3.5% | -17.7% | +21.2% | +3.5% |
| 30D | +9.2% | -21.9% | +31.2% | +9.3% |
| 3M | +8.6% | -44.5% | +53.2% | +8.8% |
| 6M | +10.0% | -32.6% | +42.6% | +10.1% |
| YTD | +25.1% | -26.2% | +51.3% | +25.2% |
| 1Y | +19.5% | +23.0% | -3.4% | +19.4% |
| 3Y | +102.3% | +81.8% | +20.5% | +101.6% |
| 5Y | +66.8% | -36.0% | +102.9% | +66.5% |
| 10Y | +125.0% | +1,039.5% | -914.5% | +122.8% |
| All | +1,208.9% | -98.3% | +1,307.3% | +1,167.7% |
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