+2,226.3%
EVRG vs RVTY
+2,959.8%
-733.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +2.5% | -0.7% | +3.2% | +2.5% |
| 30D | +8.4% | +1.7% | +6.7% | +8.0% |
| 3M | +8.6% | +36.8% | -28.2% | +3.6% |
| 6M | +7.7% | +60.1% | -52.4% | +0.3% |
| YTD | +25.0% | +64.0% | -39.0% | +15.4% |
| 1Y | +18.7% | +68.2% | -49.5% | +9.1% |
| 3Y | +102.1% | +88.8% | +13.3% | +80.1% |
| 5Y | +66.8% | -10.5% | +77.4% | +63.0% |
| 10Y | +123.5% | +219.7% | -96.2% | +79.9% |
| All | +2,226.3% | +2,959.8% | -733.5% | +1,227.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling