+1,429.5%
EVRG vs DAR
+1,448.0%
-18.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -0.3% |
| 7D | +2.5% | +3.6% | -1.1% | +2.3% |
| 30D | +8.4% | -11.3% | +19.7% | +8.9% |
| 3M | +8.6% | -13.1% | +21.7% | +9.1% |
| 6M | +7.7% | -15.1% | +22.8% | +8.2% |
| YTD | +25.0% | +50.5% | -25.5% | +22.7% |
| 1Y | +18.7% | +57.9% | -39.2% | +16.3% |
| 3Y | +102.1% | +28.9% | +73.1% | +98.3% |
| 5Y | +66.8% | -31.4% | +98.3% | +67.0% |
| 10Y | +123.5% | +301.0% | -177.5% | +108.7% |
| All | +1,429.5% | +1,448.0% | -18.5% | +1,373.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling