+39.4%
RKT vs EVRG
+71.7%
-32.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.5% | -1.9% |
| 7D | -1.0% | +0.6% | -1.5% | -1.3% |
| 30D | -2.4% | -0.2% | -2.2% | -2.3% |
| 3M | +1.9% | -0.5% | +2.3% | +1.7% |
| 6M | -13.9% | +0.2% | -14.0% | -14.6% |
| YTD | -30.6% | +14.9% | -45.5% | -38.8% |
| 1Y | -34.4% | +18.2% | -52.6% | -43.7% |
| All | +39.4% | +71.7% | -32.3% | -25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling