+2,047.2%
EVRG vs RRC
+1,202.2%
+845.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | +1.1% | +1.3% | -0.2% | +1.0% |
| 30D | -1.0% | +10.1% | -11.1% | -1.6% |
| 3M | +0.4% | +4.0% | -3.6% | +0.1% |
| 6M | -0.8% | +1.6% | -2.4% | -1.1% |
| YTD | +15.3% | +19.7% | -4.4% | +14.0% |
| 1Y | +17.9% | +21.4% | -3.5% | +16.3% |
| 3Y | +71.9% | +29.7% | +42.3% | +68.0% |
| 5Y | +45.3% | +153.9% | -108.6% | +34.7% |
| 10Y | +113.1% | +10.8% | +102.2% | +94.3% |
| All | +2,047.2% | +1,202.2% | +845.0% | +1,678.1% |
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