+1,076.9%
ATI vs EVRG
+44.9%
+1,032.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.9% | +0.1% |
| 7D | +2.4% | +0.6% | +1.8% | +2.2% |
| 30D | -9.5% | -0.2% | -9.3% | -9.5% |
| 3M | +10.4% | -0.5% | +10.8% | +10.2% |
| 6M | +31.8% | +0.2% | +31.6% | +31.1% |
| YTD | +80.0% | +14.9% | +65.1% | +69.9% |
| 1Y | +175.8% | +18.2% | +157.6% | +156.7% |
| 3Y | +364.2% | +70.2% | +294.1% | +264.1% |
| 5Y | +1,076.9% | +45.3% | +1,031.5% | +841.2% |
| All | +1,076.9% | +44.9% | +1,032.0% | +841.2% |
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 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