+550.6%
ROKU vs EVRG
+127.7%
+423.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.4% |
| 7D | -3.0% | +0.6% | -3.6% | -3.1% |
| 30D | +0.7% | -0.2% | +0.9% | +0.7% |
| 3M | +26.5% | -0.5% | +26.9% | +26.5% |
| 6M | +52.6% | +0.2% | +52.5% | +52.4% |
| YTD | +40.9% | +14.9% | +26.0% | +37.4% |
| 1Y | +57.6% | +18.2% | +39.4% | +52.9% |
| 3Y | +83.2% | +70.2% | +13.0% | +64.4% |
| 5Y | -54.8% | +45.3% | -100.2% | -58.6% |
| All | +550.6% | +127.7% | +423.0% | +612.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling