+703.1%
EVRG vs RBA
+4,102.2%
-3,399.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.2% |
| 7D | +1.7% | +2.5% | -0.8% | +1.3% |
| 30D | +8.7% | +11.6% | -2.9% | +6.9% |
| 3M | +6.4% | +1.5% | +4.9% | +6.0% |
| 6M | +9.4% | -6.6% | +16.0% | +10.0% |
| YTD | +24.5% | -6.3% | +30.7% | +24.5% |
| 1Y | +20.5% | -4.0% | +24.4% | +20.0% |
| 3Y | +101.6% | +47.3% | +54.3% | +86.6% |
| 5Y | +67.5% | +47.7% | +19.8% | +53.0% |
| 10Y | +122.3% | +224.7% | -102.4% | +75.8% |
| All | +703.1% | +4,102.2% | -3,399.1% | +448.1% |
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