+65.1%
EVRG vs RCAT
+41.8%
+23.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.6% |
| 7D | +1.4% | -5.9% | +7.4% | +1.4% |
| 30D | +7.4% | -19.7% | +27.1% | +7.5% |
| 3M | +7.2% | -62.9% | +70.1% | +7.7% |
| 6M | +9.5% | -59.6% | +69.0% | +9.7% |
| YTD | +25.6% | -52.1% | +77.7% | +25.4% |
| 1Y | +20.4% | -50.9% | +71.3% | +20.0% |
| 3Y | +108.8% | +333.8% | -225.0% | +98.6% |
| All | +65.1% | +41.8% | +23.4% | +59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling