+119.5%
EVRG vs RACE
+740.1%
-620.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | +1.9% | +5.1% | -3.2% | +0.9% |
| 30D | +9.0% | +7.7% | +1.3% | +7.4% |
| 3M | +6.3% | +2.2% | +4.2% | +5.7% |
| 6M | +9.9% | +23.8% | -13.9% | +4.8% |
| YTD | +23.8% | +13.9% | +9.9% | +19.6% |
| 1Y | +19.9% | +3.8% | +16.1% | +17.9% |
| 3Y | +94.3% | +28.0% | +66.2% | +76.3% |
| 5Y | +64.6% | +64.9% | -0.3% | +37.9% |
| All | +119.5% | +740.1% | -620.5% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling