+559.3%
ROKU vs EVRG
+128.8%
+430.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +2.1% | -1.2% | +3.3% | +2.3% |
| 3M | +29.5% | -0.6% | +30.1% | +29.6% |
| 6M | +53.8% | +2.4% | +51.4% | +53.0% |
| YTD | +42.8% | +15.5% | +27.4% | +39.1% |
| 1Y | +60.7% | +16.8% | +43.9% | +56.2% |
| 3Y | +83.9% | +75.0% | +8.9% | +64.2% |
| 5Y | -52.8% | +49.3% | -102.2% | -57.0% |
| All | +559.3% | +128.8% | +430.5% | +621.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 10y: compounded portfolio wealth divided by compounded EVRG 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…
10y analysis · Full analysis span regression · 6 months rolling