+816.6%
RIOT vs EVRG
+136.4%
+680.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.4% |
| 7D | +18.4% | +0.6% | +17.9% | +18.3% |
| 30D | +13.8% | -0.2% | +14.0% | +13.9% |
| 3M | -12.7% | -0.5% | -12.3% | -12.7% |
| 6M | +50.1% | +0.2% | +50.0% | +49.5% |
| YTD | +74.2% | +14.9% | +59.3% | +64.7% |
| 1Y | +45.1% | +18.2% | +26.9% | +36.2% |
| 3Y | +101.6% | +70.2% | +31.4% | +65.0% |
| 5Y | -29.6% | +45.3% | -74.9% | -39.5% |
| 10Y | +528.1% | +112.4% | +415.7% | +365.1% |
| All | +816.6% | +136.4% | +680.2% | +654.2% |
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