-27.1%
AVTR vs EVRG
+71.7%
-98.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.3% |
| 7D | +1.6% | +0.6% | +1.0% | +1.5% |
| 30D | +8.4% | -0.2% | +8.6% | +8.4% |
| 3M | +50.2% | -0.5% | +50.6% | +50.0% |
| 6M | +82.6% | +0.2% | +82.4% | +81.9% |
| YTD | +29.8% | +14.9% | +15.0% | +25.2% |
| 1Y | +16.0% | +18.2% | -2.2% | +10.7% |
| All | -27.1% | +71.7% | -98.8% | -39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling