-32.3%
AMT vs EVRG
+49.3%
-81.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -0.7% |
| 7D | -0.2% | +0.9% | -1.0% | -0.8% |
| 30D | +1.8% | -0.5% | +2.4% | +2.2% |
| 3M | -6.2% | +1.5% | -7.7% | -7.4% |
| 6M | -5.0% | +1.2% | -6.1% | -6.1% |
| YTD | +2.1% | +16.3% | -14.3% | -8.5% |
| 1Y | -5.7% | +20.3% | -26.0% | -17.6% |
| 3Y | +7.9% | +72.3% | -64.4% | -27.5% |
| 5Y | -32.3% | +46.7% | -79.0% | -50.4% |
| All | -32.3% | +49.3% | -81.6% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling