+1,311.7%
EVRG vs DAR
+1,762.6%
-450.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | +1.1% | +1.4% | -0.2% | +1.0% |
| 30D | -1.0% | +12.8% | -13.8% | -1.5% |
| 3M | +0.4% | +7.4% | -7.0% | +0.1% |
| 6M | -0.8% | +22.3% | -23.1% | -1.7% |
| YTD | +15.3% | +81.1% | -65.7% | +12.5% |
| 1Y | +17.9% | +106.5% | -88.6% | +14.2% |
| 3Y | +71.9% | +5.3% | +66.6% | +70.1% |
| 5Y | +45.3% | -11.5% | +56.8% | +43.9% |
| 10Y | +113.1% | +353.3% | -240.3% | +97.9% |
| All | +1,311.7% | +1,762.6% | -450.8% | +1,251.0% |
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