+14.9%
RRX vs EVRG
+45.7%
-30.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -3.7% | -0.7% | -3.0% | -3.5% |
| 30D | -9.3% | 0.0% | -9.3% | -9.3% |
| 3M | -21.8% | -1.0% | -20.8% | -21.6% |
| 6M | -22.0% | +1.0% | -23.0% | -22.5% |
| YTD | +11.9% | +15.1% | -3.1% | +6.3% |
| 1Y | +11.6% | +17.6% | -6.0% | +5.0% |
| 3Y | +2.2% | +70.5% | -68.3% | -17.1% |
| 5Y | +14.9% | +48.9% | -34.0% | -2.3% |
| All | +14.9% | +45.7% | -30.8% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling