-23.6%
RKT vs EVRG
+97.7%
-121.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.6% | -2.2% |
| 7D | +6.0% | +0.9% | +5.1% | +5.5% |
| 30D | +0.7% | -0.5% | +1.2% | +0.9% |
| 3M | +11.8% | +1.5% | +10.3% | +10.7% |
| 6M | -7.6% | +1.2% | -8.8% | -8.5% |
| YTD | -28.7% | +16.3% | -45.0% | -34.5% |
| 1Y | -32.6% | +20.3% | -52.8% | -39.2% |
| 3Y | +42.1% | +72.3% | -30.2% | +6.1% |
| 5Y | -7.2% | +46.7% | -53.8% | -28.1% |
| All | -23.6% | +97.7% | -121.3% | -42.4% |
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