+1,207.5%
EVRG vs ARWR
-98.3%
+1,305.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | +2.5% | -19.9% | +22.4% | +2.5% |
| 30D | +8.4% | -18.7% | +27.1% | +8.4% |
| 3M | +8.6% | -44.7% | +53.3% | +8.8% |
| 6M | +7.7% | -36.5% | +44.2% | +7.8% |
| YTD | +25.0% | -25.7% | +50.6% | +25.0% |
| 1Y | +18.7% | +18.9% | -0.2% | +18.6% |
| 3Y | +102.1% | +83.1% | +19.0% | +101.4% |
| 5Y | +66.8% | -34.9% | +101.7% | +66.6% |
| 10Y | +123.5% | +1,080.9% | -957.4% | +121.3% |
| All | +1,207.5% | -98.3% | +1,305.8% | +1,166.2% |
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 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