+18.7%
EVRG vs BAM
+2.1%
+16.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | -0.1% |
| 7D | +2.5% | -2.9% | +5.3% | +2.5% |
| 30D | +8.4% | +14.7% | -6.3% | +8.4% |
| 3M | +8.6% | -4.1% | +12.7% | +8.2% |
| 6M | +7.7% | +9.6% | -1.9% | +7.5% |
| YTD | +25.0% | +3.4% | +21.5% | +24.9% |
| 1Y | +18.7% | +1.0% | +17.7% | +18.8% |
| All | +18.7% | +2.1% | +16.6% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling