+7.9%
RRX vs EVRG
+72.5%
-64.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.6% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -6.1% | -1.2% | -4.9% | -5.9% |
| 3M | -23.1% | -0.6% | -22.4% | -23.0% |
| 6M | -19.5% | +2.4% | -22.0% | -20.1% |
| YTD | +16.1% | +15.5% | +0.6% | +12.0% |
| 1Y | +12.9% | +16.8% | -3.9% | +8.5% |
| 3Y | +7.9% | +75.0% | -67.1% | -6.9% |
| All | +7.9% | +72.5% | -64.6% | -6.9% |
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