+707.2%
EVRG vs RBA
+4,118.8%
-3,411.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.5% |
| 7D | +3.5% | +3.2% | +0.3% | +3.0% |
| 30D | +9.2% | +12.0% | -2.8% | +7.4% |
| 3M | +8.6% | +2.9% | +5.7% | +8.0% |
| 6M | +10.0% | -6.3% | +16.2% | +10.5% |
| YTD | +25.1% | -5.9% | +31.0% | +25.1% |
| 1Y | +19.5% | -3.9% | +23.4% | +19.1% |
| 3Y | +102.3% | +64.9% | +37.4% | +84.3% |
| 5Y | +66.8% | +48.5% | +18.4% | +52.3% |
| 10Y | +125.0% | +211.8% | -86.8% | +79.0% |
| All | +707.2% | +4,118.8% | -3,411.6% | +450.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling