+3,895.4%
RRX vs EVRG
+2,087.5%
+1,807.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.2% |
| 7D | +4.3% | +0.9% | +3.4% | +3.9% |
| 30D | -8.0% | -0.5% | -7.5% | -7.8% |
| 3M | -22.0% | +1.5% | -23.5% | -22.5% |
| 6M | -11.9% | +1.2% | -13.1% | -12.6% |
| YTD | +17.1% | +16.3% | +0.8% | +10.2% |
| 1Y | +14.9% | +20.3% | -5.4% | +6.6% |
| 3Y | +6.9% | +72.3% | -65.4% | -14.6% |
| 5Y | +19.6% | +46.7% | -27.1% | +0.7% |
| 10Y | +215.9% | +113.8% | +102.1% | +123.9% |
| All | +3,895.4% | +2,087.5% | +1,807.9% | +1,482.2% |
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