+108.8%
EVRG vs COO
-24.0%
+132.9%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.2% | +0.5% |
| 7D | +1.4% | +0.5% | +1.0% | +1.4% |
| 30D | +7.4% | +14.2% | -6.8% | +5.7% |
| 3M | +7.2% | -18.2% | +25.4% | +9.8% |
| 6M | +9.5% | +5.3% | +4.1% | +8.3% |
| YTD | +25.6% | -23.6% | +49.1% | +29.2% |
| 1Y | +20.4% | -12.7% | +33.0% | +21.4% |
| 3Y | +108.8% | -24.2% | +133.0% | +102.6% |
| All | +108.8% | -24.0% | +132.9% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 3y: compounded portfolio wealth divided by compounded COO 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…
3y analysis · Full analysis span regression · 6 months rolling