+54.2%
RGTI vs EVRG
+56.6%
-2.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -17.1% | -1.2% | -15.9% | -17.0% |
| 3M | -26.0% | -0.6% | -25.4% | -26.2% |
| 6M | -9.9% | +2.4% | -12.3% | -10.7% |
| YTD | -31.1% | +15.5% | -46.5% | -33.7% |
| 1Y | -8.5% | +16.8% | -25.3% | -12.1% |
| 3Y | +652.2% | +75.0% | +577.2% | +540.4% |
| 5Y | +56.8% | +49.3% | +7.4% | +41.6% |
| All | +54.2% | +56.6% | -2.3% | +38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling