+2,226.3%
EVRG vs COO
+5,406.0%
-3,179.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | +2.5% | -2.3% | +4.8% | +2.6% |
| 30D | +8.4% | +13.3% | -4.9% | +7.7% |
| 3M | +8.6% | -18.1% | +26.7% | +9.5% |
| 6M | +7.7% | +6.7% | +1.0% | +7.2% |
| YTD | +25.0% | -23.2% | +48.2% | +26.3% |
| 1Y | +18.7% | -12.3% | +31.0% | +19.2% |
| 3Y | +102.1% | -23.6% | +125.6% | +103.5% |
| 5Y | +66.8% | -38.7% | +105.6% | +69.3% |
| 10Y | +123.5% | +42.2% | +81.3% | +119.9% |
| All | +2,226.3% | +5,406.0% | -3,179.7% | +2,123.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling