+107.8%
EVRG vs TAP
-24.3%
+132.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +2.5% | -8.0% | +10.5% | +4.2% |
| 30D | +8.4% | +4.1% | +4.3% | +7.3% |
| 3M | +8.6% | -4.4% | +12.9% | +9.2% |
| 6M | +7.7% | -1.9% | +9.6% | +7.5% |
| YTD | +25.0% | -12.1% | +37.0% | +27.3% |
| 1Y | +18.7% | -12.0% | +30.8% | +20.9% |
| All | +107.8% | -24.3% | +132.1% | +117.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling