-68.8%
APTV vs EVRG
+45.7%
-114.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | -1.8% | -0.7% | -1.1% | -1.6% |
| 30D | -7.9% | 0.0% | -7.9% | -8.0% |
| 3M | -29.9% | -1.0% | -29.0% | -29.9% |
| 6M | -36.6% | +1.0% | -37.6% | -37.2% |
| YTD | -40.0% | +15.1% | -55.0% | -43.7% |
| 1Y | -44.0% | +17.6% | -61.6% | -48.1% |
| 3Y | -54.5% | +70.5% | -125.0% | -65.0% |
| 5Y | -68.8% | +48.9% | -117.7% | -74.0% |
| All | -68.8% | +45.7% | -114.5% | -74.0% |
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