+2,237.9%
EVRG vs RVTY
+2,885.1%
-647.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | +1.4% | -0.5% | +1.9% | +1.5% |
| 30D | +7.4% | +1.5% | +5.9% | +7.0% |
| 3M | +7.2% | +31.5% | -24.2% | +2.9% |
| 6M | +9.5% | +62.7% | -53.2% | +1.8% |
| YTD | +25.6% | +60.0% | -34.4% | +16.3% |
| 1Y | +20.4% | +65.7% | -45.4% | +10.8% |
| 3Y | +108.8% | +85.2% | +23.6% | +86.5% |
| 5Y | +68.0% | -14.9% | +82.8% | +65.2% |
| 10Y | +124.6% | +211.9% | -87.3% | +81.4% |
| All | +2,237.9% | +2,885.1% | -647.2% | +1,238.6% |
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