+2,237.9%
EVRG vs RGEN
+1,577.9%
+660.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.6% |
| 7D | +1.4% | -3.3% | +4.7% | +1.5% |
| 30D | +7.4% | -5.8% | +13.2% | +7.5% |
| 3M | +7.2% | +0.2% | +7.0% | +7.2% |
| 6M | +9.5% | +56.8% | -47.3% | +8.5% |
| YTD | +25.6% | +2.4% | +23.2% | +25.3% |
| 1Y | +20.4% | +11.4% | +8.9% | +19.9% |
| 3Y | +108.8% | +15.2% | +93.7% | +107.1% |
| 5Y | +68.0% | -35.1% | +103.0% | +67.4% |
| 10Y | +124.6% | +419.6% | -295.0% | +116.6% |
| All | +2,237.9% | +1,577.9% | +660.0% | +2,086.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling