+1,127.7%
RSP vs EVRG
+1,427.0%
-299.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | -0.8% | +1.1% | -1.9% | -1.4% |
| 30D | -0.3% | -1.0% | +0.7% | +0.1% |
| 3M | +4.3% | +0.4% | +3.9% | +3.8% |
| 6M | +8.8% | -0.8% | +9.7% | +8.8% |
| YTD | +15.3% | +15.3% | -0.1% | +5.8% |
| 1Y | +18.3% | +17.9% | +0.4% | +7.1% |
| 3Y | +52.8% | +71.9% | -19.1% | +10.6% |
| 5Y | +51.7% | +45.3% | +6.5% | +18.8% |
| 10Y | +208.5% | +113.1% | +95.4% | +80.0% |
| All | +1,127.7% | +1,427.0% | -299.3% | +116.6% |
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