+18.2%
EVRG vs TAP
-19.6%
+37.9%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.1% |
| 7D | +0.6% | -5.1% | +5.6% | +1.2% |
| 30D | -0.2% | -8.4% | +8.2% | +0.8% |
| 3M | -0.5% | -3.9% | +3.5% | -0.2% |
| 6M | +0.2% | -14.4% | +14.6% | +1.5% |
| YTD | +14.9% | -14.7% | +29.6% | +16.6% |
| 1Y | +18.2% | -18.7% | +36.9% | +20.6% |
| All | +18.2% | -19.6% | +37.9% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling