+51.5%
RSP vs EVRG
+49.3%
+2.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.4% |
| 7D | -0.4% | +0.9% | -1.3% | -0.7% |
| 30D | -1.5% | -0.5% | -1.0% | -1.4% |
| 3M | +4.8% | +1.5% | +3.3% | +4.0% |
| 6M | +10.3% | +1.2% | +9.1% | +9.4% |
| YTD | +14.1% | +16.3% | -2.3% | +6.9% |
| 1Y | +17.0% | +20.3% | -3.2% | +8.0% |
| 3Y | +54.2% | +72.3% | -18.1% | +21.6% |
| 5Y | +51.5% | +46.7% | +4.8% | +26.3% |
| All | +51.5% | +49.3% | +2.2% | +26.3% |
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