+1,142.9%
RSP vs EVRG
+1,556.2%
-413.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.3% |
| 7D | +0.7% | +3.5% | -2.8% | -1.1% |
| 30D | +3.7% | +9.2% | -5.6% | -1.3% |
| 3M | +0.7% | +8.6% | -8.0% | -3.9% |
| 6M | +9.0% | +10.0% | -0.9% | +3.1% |
| YTD | +16.7% | +25.1% | -8.4% | +2.4% |
| 1Y | +19.0% | +19.5% | -0.6% | +7.0% |
| 3Y | +64.7% | +102.3% | -37.6% | +9.1% |
| 5Y | +49.6% | +66.8% | -17.2% | +8.5% |
| 10Y | +213.2% | +125.0% | +88.1% | +77.7% |
| All | +1,142.9% | +1,556.2% | -413.3% | +109.6% |
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