+19.7%
EVRG vs RCAT
-1.5%
+21.2%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.9% | -3.0% | +0.9% |
| 7D | +0.9% | +5.4% | -4.5% | +0.9% |
| 30D | -0.5% | -5.6% | +5.0% | -0.6% |
| 3M | +1.5% | -30.2% | +31.7% | +1.4% |
| 6M | +1.2% | -43.4% | +44.6% | +1.1% |
| YTD | +16.3% | +9.6% | +6.7% | +15.2% |
| All | +19.7% | -1.5% | +21.2% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling