+122.8%
EVRG vs DAR
+307.1%
-184.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.4% |
| 7D | +1.0% | +9.2% | -8.2% | -0.3% |
| 30D | +7.5% | -12.3% | +19.7% | +9.3% |
| 3M | +6.8% | -12.7% | +19.5% | +8.6% |
| 6M | +7.7% | -12.8% | +20.5% | +9.3% |
| YTD | +24.9% | +53.8% | -28.9% | +16.2% |
| 1Y | +18.1% | +60.3% | -42.2% | +9.1% |
| 3Y | +101.9% | +31.7% | +70.2% | +87.4% |
| 5Y | +67.0% | -27.7% | +94.7% | +67.9% |
| All | +122.8% | +307.1% | -184.3% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling