+2,237.9%
EVRG vs RRC
+1,510.8%
+727.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | +1.4% | +6.4% | -5.0% | +1.1% |
| 30D | +7.4% | +23.9% | -16.5% | +6.0% |
| 3M | +7.2% | +30.2% | -23.0% | +5.5% |
| 6M | +9.5% | +26.3% | -16.8% | +7.8% |
| YTD | +25.6% | +48.1% | -22.5% | +22.4% |
| 1Y | +20.4% | +37.7% | -17.3% | +17.7% |
| 3Y | +108.8% | +60.3% | +48.5% | +101.4% |
| 5Y | +68.0% | +135.3% | -67.3% | +56.4% |
| 10Y | +124.6% | +73.3% | +51.3% | +99.5% |
| All | +2,237.9% | +1,510.8% | +727.1% | +1,809.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling