+15,078.6%
ROK vs EVRG
+2,060.4%
+13,018.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.2% |
| 7D | +0.2% | +0.6% | -0.4% | -0.1% |
| 30D | -1.8% | -0.2% | -1.6% | -1.8% |
| 3M | -7.2% | -0.5% | -6.7% | -7.3% |
| 6M | +14.2% | +0.2% | +14.0% | +13.4% |
| YTD | +10.6% | +14.9% | -4.3% | +3.7% |
| 1Y | +25.9% | +18.2% | +7.7% | +16.5% |
| 3Y | +50.8% | +70.2% | -19.4% | +18.4% |
| 5Y | +47.0% | +45.3% | +1.7% | +22.5% |
| 10Y | +354.9% | +112.4% | +242.5% | +209.8% |
| All | +15,078.6% | +2,060.4% | +13,018.2% | +4,779.6% |
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