+108.8%
EVRG vs RACE
+24.7%
+84.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.5% |
| 7D | +1.4% | -1.2% | +2.6% | +1.5% |
| 30D | +7.4% | +6.1% | +1.3% | +7.0% |
| 3M | +7.2% | -0.3% | +7.5% | +7.2% |
| 6M | +9.5% | +23.4% | -14.0% | +7.7% |
| YTD | +25.6% | +12.5% | +13.0% | +24.2% |
| 1Y | +20.4% | -0.5% | +20.8% | +20.1% |
| 3Y | +108.8% | +23.6% | +85.2% | +94.3% |
| All | +108.8% | +24.7% | +84.1% | +94.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling