-64.8%
AVTR vs EVRG
+45.7%
-110.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -2.0% | -0.7% | -1.3% | -1.9% |
| 30D | +8.1% | 0.0% | +8.0% | +8.0% |
| 3M | +54.2% | -1.0% | +55.2% | +54.3% |
| 6M | +82.6% | +1.0% | +81.6% | +81.3% |
| YTD | +29.8% | +15.1% | +14.8% | +23.7% |
| 1Y | +18.0% | +17.6% | +0.4% | +11.4% |
| 3Y | -26.4% | +70.5% | -96.9% | -39.5% |
| 5Y | -64.8% | +48.9% | -113.7% | -70.1% |
| All | -64.8% | +45.7% | -110.5% | -70.1% |
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