+221.7%
EVRG vs RACE
+663.9%
-442.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +1.7% | +3.9% | -2.3% | +1.0% |
| 30D | +8.7% | +7.4% | +1.2% | +7.3% |
| 3M | +6.4% | +1.6% | +4.8% | +6.0% |
| 6M | +9.4% | +23.3% | -13.9% | +4.9% |
| YTD | +24.5% | +14.7% | +9.8% | +20.4% |
| 1Y | +20.5% | +2.5% | +17.9% | +18.9% |
| 3Y | +101.6% | +28.0% | +73.6% | +85.5% |
| 5Y | +67.5% | +69.8% | -2.4% | +42.8% |
| 10Y | +122.3% | +734.9% | -612.6% | +53.5% |
| All | +221.7% | +663.9% | -442.2% | +128.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling