+81.3%
RKT vs EVRG
+104.1%
-22.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.4% |
| 7D | -9.0% | +1.4% | -10.4% | -9.9% |
| 30D | +30.2% | +7.4% | +22.8% | +23.8% |
| 3M | -8.8% | +7.2% | -16.1% | -13.4% |
| 6M | -0.9% | +9.5% | -10.4% | -7.7% |
| YTD | -29.2% | +25.6% | -54.8% | -41.5% |
| 1Y | -20.1% | +20.4% | -40.4% | -31.6% |
| 3Y | +81.3% | +108.8% | -27.5% | -19.3% |
| All | +81.3% | +104.1% | -22.8% | -19.3% |
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