+79.1%
RPRX vs EVRG
+86.9%
-7.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.3% | +0.7% |
| 7D | +3.3% | +1.4% | +1.9% | +3.0% |
| 30D | +17.9% | +7.4% | +10.5% | +15.8% |
| 3M | +19.2% | +7.2% | +12.0% | +17.2% |
| 6M | +31.7% | +9.5% | +22.2% | +28.7% |
| YTD | +82.5% | +25.6% | +56.9% | +72.2% |
| 1Y | +78.4% | +20.4% | +58.1% | +70.2% |
| 3Y | +177.0% | +108.8% | +68.1% | +129.9% |
| 5Y | +86.5% | +68.0% | +18.5% | +62.4% |
| All | +79.1% | +86.9% | -7.7% | +53.5% |
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