+12.4%
AMT vs EVRG
+15.1%
-2.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.2% | +3.5% |
| 7D | +6.0% | +2.3% | +3.7% | +4.5% |
| 30D | +20.1% | +9.0% | +11.1% | +13.5% |
| 3M | +12.4% | +3.7% | +8.7% | +9.6% |
| 6M | +9.9% | +6.8% | +3.1% | +4.4% |
| YTD | +14.4% | +21.9% | -7.6% | +0.2% |
| 1Y | +12.4% | +15.8% | -3.4% | +1.2% |
| All | +12.4% | +15.1% | -2.7% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling