+125.0%
EVRG vs RCAT
-99.6%
+224.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.4% | +7.0% | +0.5% |
| 7D | +3.5% | -5.6% | +9.1% | +3.5% |
| 30D | +9.2% | -27.0% | +36.3% | +9.3% |
| 3M | +8.6% | -57.9% | +66.5% | +8.8% |
| 6M | +10.0% | -59.4% | +69.4% | +10.1% |
| YTD | +25.1% | -46.9% | +72.0% | +25.1% |
| 1Y | +19.5% | -54.0% | +73.6% | +19.6% |
| 3Y | +102.3% | +378.4% | -276.1% | +100.4% |
| 5Y | +66.8% | +61.9% | +4.9% | +65.4% |
| 10Y | +125.0% | -99.6% | +224.6% | +121.7% |
| All | +125.0% | -99.6% | +224.6% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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