+1,141.3%
ATI vs EVRG
+1,383.3%
-242.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.3% |
| 7D | -0.1% | +1.1% | -1.2% | -0.8% |
| 30D | +2.7% | -1.0% | +3.7% | +3.3% |
| 3M | +16.3% | +0.4% | +15.9% | +15.4% |
| 6M | +30.2% | -0.8% | +31.0% | +30.0% |
| YTD | +83.6% | +15.3% | +68.2% | +65.7% |
| 1Y | +173.0% | +17.9% | +155.1% | +141.9% |
| 3Y | +356.6% | +71.9% | +284.7% | +206.5% |
| 5Y | +1,074.2% | +45.3% | +1,028.9% | +768.3% |
| 10Y | +1,136.2% | +113.1% | +1,023.2% | +581.1% |
| All | +1,141.3% | +1,383.3% | -242.1% | +118.2% |
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 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