+66.8%
EVRG vs RRC
+135.4%
-68.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.2% |
| 7D | +2.5% | -0.5% | +2.9% | +2.5% |
| 30D | +8.4% | +25.2% | -16.8% | +6.2% |
| 3M | +8.6% | +27.8% | -19.2% | +6.2% |
| 6M | +7.7% | +27.2% | -19.6% | +5.2% |
| YTD | +25.0% | +48.2% | -23.2% | +20.3% |
| 1Y | +18.7% | +34.7% | -16.0% | +15.2% |
| 3Y | +102.1% | +62.2% | +39.8% | +90.9% |
| 5Y | +66.8% | +130.9% | -64.1% | +57.7% |
| All | +66.8% | +135.4% | -68.6% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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