+122.8%
EVRG vs RBA
+204.3%
-81.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | +1.0% | -0.5% | +1.5% | +1.1% |
| 30D | +7.5% | +6.8% | +0.6% | +6.2% |
| 3M | +6.8% | +9.5% | -2.6% | +5.0% |
| 6M | +7.7% | -8.2% | +16.0% | +8.7% |
| YTD | +24.9% | -7.7% | +32.6% | +25.2% |
| 1Y | +18.1% | -6.9% | +25.0% | +18.1% |
| 3Y | +101.9% | +61.6% | +40.3% | +80.0% |
| 5Y | +67.0% | +44.7% | +22.3% | +49.8% |
| All | +122.8% | +204.3% | -81.5% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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