+11.2%
RBRK vs EVRG
+17.7%
-6.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.9% | -2.3% |
| 7D | -7.5% | +0.1% | -7.6% | -7.4% |
| 30D | -10.4% | -1.2% | -9.2% | -11.3% |
| 3M | +21.3% | -0.6% | +21.9% | +21.1% |
| 6M | +50.6% | +2.4% | +48.2% | +54.1% |
| YTD | +13.3% | +15.5% | -2.2% | +24.8% |
| 1Y | +11.2% | +16.8% | -5.6% | +28.3% |
| All | +11.2% | +17.7% | -6.5% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 1y: compounded portfolio wealth divided by compounded EVRG 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…
1y analysis · Full analysis span regression · 6 months rolling