+66.8%
EVRG vs TAP
+1.8%
+65.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +2.5% | -8.0% | +10.5% | +4.4% |
| 30D | +8.4% | +4.1% | +4.3% | +7.2% |
| 3M | +8.6% | -4.4% | +12.9% | +9.3% |
| 6M | +7.7% | -1.9% | +9.6% | +7.5% |
| YTD | +25.0% | -12.1% | +37.0% | +27.6% |
| 1Y | +18.7% | -12.0% | +30.8% | +21.1% |
| 3Y | +102.1% | -25.0% | +127.1% | +113.0% |
| 5Y | +66.8% | -1.1% | +67.9% | +63.3% |
| All | +66.8% | +1.8% | +65.0% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling