-10.4%
RKT vs EVRG
+15.1%
-25.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.9% | +7.8% | +8.3% |
| 7D | +29.7% | +2.3% | +27.4% | +28.6% |
| 30D | +28.5% | +9.0% | +19.5% | +24.4% |
| 3M | +6.4% | +3.7% | +2.7% | +4.9% |
| 6M | +7.1% | +6.8% | +0.3% | +4.1% |
| YTD | -22.5% | +21.9% | -44.4% | -30.5% |
| 1Y | -10.4% | +15.8% | -26.2% | -14.2% |
| All | -10.4% | +15.1% | -25.6% | -14.2% |
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 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