+48.9%
EVRG vs RJF
+101.5%
-52.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.3% |
| 7D | -0.7% | -4.2% | +3.5% | -0.1% |
| 30D | 0.0% | -3.6% | +3.6% | +0.5% |
| 3M | -1.0% | +15.6% | -16.6% | -3.0% |
| 6M | +1.0% | +17.6% | -16.6% | -1.5% |
| YTD | +15.1% | +9.2% | +5.9% | +13.2% |
| 1Y | +17.6% | +5.5% | +12.1% | +16.1% |
| 3Y | +70.5% | +70.3% | +0.1% | +52.6% |
| 5Y | +48.9% | +106.0% | -57.2% | +30.5% |
| All | +48.9% | +101.5% | -52.6% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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