-26.7%
RIOT vs EVRG
+48.0%
-74.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.4% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +5.7% | -1.2% | +6.9% | +6.2% |
| 3M | -17.9% | -0.6% | -17.3% | -17.8% |
| 6M | +45.0% | +2.4% | +42.5% | +42.8% |
| YTD | +69.5% | +15.5% | +54.0% | +57.9% |
| 1Y | +37.2% | +16.8% | +20.4% | +27.9% |
| 3Y | +111.7% | +75.0% | +36.7% | +64.6% |
| All | -26.7% | +48.0% | -74.7% | -37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling