+45.3%
EVRG vs RGEN
-44.3%
+89.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -1.1% |
| 7D | +0.6% | -4.6% | +5.1% | +0.8% |
| 30D | -0.2% | +1.2% | -1.4% | -0.3% |
| 3M | -0.5% | +26.8% | -27.3% | -1.7% |
| 6M | +0.2% | +29.1% | -28.9% | -1.3% |
| YTD | +14.9% | +0.7% | +14.2% | +14.6% |
| 1Y | +18.2% | +39.1% | -20.8% | +15.7% |
| 3Y | +70.2% | +2.2% | +67.9% | +66.9% |
| 5Y | +45.3% | -44.0% | +89.3% | +40.0% |
| All | +45.3% | -44.3% | +89.6% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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