+72.3%
EVRG vs DAR
+14.9%
+57.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.1% | +0.7% |
| 7D | +0.9% | -0.9% | +1.8% | +0.9% |
| 30D | -0.5% | +13.0% | -13.5% | -1.4% |
| 3M | +1.5% | +15.0% | -13.5% | +0.5% |
| 6M | +1.2% | +26.8% | -25.7% | -0.7% |
| YTD | +16.3% | +86.4% | -70.1% | +10.7% |
| 1Y | +20.3% | +115.1% | -94.8% | +12.9% |
| 3Y | +72.3% | +14.6% | +57.7% | +62.2% |
| All | +72.3% | +14.9% | +57.5% | +62.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling