+1,437.1%
EVRG vs DAR
+1,499.7%
-62.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | +0.5% |
| 7D | +1.4% | +11.6% | -10.1% | +1.0% |
| 30D | +7.4% | -10.2% | +17.6% | +7.8% |
| 3M | +7.2% | -14.8% | +22.1% | +7.8% |
| 6M | +9.5% | -10.1% | +19.5% | +9.8% |
| YTD | +25.6% | +55.5% | -29.9% | +23.1% |
| 1Y | +20.4% | +61.7% | -41.3% | +17.8% |
| 3Y | +108.8% | +37.2% | +71.7% | +104.5% |
| 5Y | +68.0% | -26.9% | +94.9% | +67.7% |
| 10Y | +124.6% | +314.4% | -189.8% | +109.4% |
| All | +1,437.1% | +1,499.7% | -62.6% | +1,379.0% |
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