+179.9%
APTV vs EVRG
+433.8%
-253.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.5% | -4.9% |
| 7D | +2.0% | +0.9% | +1.1% | +1.6% |
| 30D | -7.7% | -0.5% | -7.2% | -7.6% |
| 3M | -34.0% | +1.5% | -35.5% | -34.5% |
| 6M | -37.1% | +1.2% | -38.3% | -37.6% |
| YTD | -39.9% | +16.3% | -56.2% | -43.4% |
| 1Y | -44.4% | +20.3% | -64.7% | -48.3% |
| 3Y | -54.5% | +72.3% | -126.8% | -63.2% |
| 5Y | -69.1% | +46.7% | -115.8% | -73.7% |
| 10Y | -20.0% | +113.8% | -133.8% | -39.9% |
| All | +179.9% | +433.8% | -253.9% | +29.4% |
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 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