+223.4%
EVRG vs RACE
+658.1%
-434.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +3.5% | +0.2% | +3.3% | +3.4% |
| 30D | +9.2% | +6.6% | +2.6% | +8.0% |
| 3M | +8.6% | +2.2% | +6.4% | +8.1% |
| 6M | +10.0% | +22.4% | -12.4% | +5.6% |
| YTD | +25.1% | +13.8% | +11.3% | +21.2% |
| 1Y | +19.5% | +2.2% | +17.3% | +18.1% |
| 3Y | +102.3% | +25.6% | +76.7% | +86.8% |
| 5Y | +66.8% | +71.0% | -4.2% | +42.0% |
| 10Y | +125.0% | +739.1% | -614.1% | +55.4% |
| All | +223.4% | +658.1% | -434.8% | +129.7% |
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