+205.8%
RSP vs EVRG
+113.9%
+91.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -2.8% | -1.2% | -1.6% | -2.3% |
| 3M | +2.8% | -0.6% | +3.5% | +2.9% |
| 6M | +10.2% | +2.4% | +7.8% | +8.7% |
| YTD | +13.1% | +15.5% | -2.4% | +5.6% |
| 1Y | +14.8% | +16.8% | -2.1% | +6.5% |
| 3Y | +52.6% | +75.0% | -22.4% | +17.2% |
| 5Y | +51.6% | +49.3% | +2.3% | +23.8% |
| All | +205.8% | +113.9% | +91.9% | +118.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling