+45.3%
EVRG vs RVTY
-34.2%
+79.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.9% |
| 7D | +0.6% | -5.4% | +6.0% | +1.2% |
| 30D | -0.2% | +6.7% | -7.0% | -1.1% |
| 3M | -0.5% | +19.0% | -19.5% | -2.7% |
| 6M | +0.2% | +34.6% | -34.5% | -3.9% |
| YTD | +14.9% | +28.3% | -13.4% | +10.5% |
| 1Y | +18.2% | +46.0% | -27.8% | +11.1% |
| 3Y | +70.2% | +16.9% | +53.3% | +62.3% |
| 5Y | +45.3% | -32.9% | +78.3% | +45.9% |
| All | +45.3% | -34.2% | +79.5% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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