+10,266.7%
RTX vs EVRG
+2,068.9%
+8,197.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -5.2% | +1.1% | -6.3% | -5.6% |
| 30D | -9.4% | -1.0% | -8.4% | -9.1% |
| 3M | +12.3% | +0.4% | +11.9% | +12.0% |
| 6M | -3.1% | -0.8% | -2.3% | -3.0% |
| YTD | +10.7% | +15.3% | -4.7% | +4.6% |
| 1Y | +28.4% | +17.9% | +10.5% | +20.3% |
| 3Y | +147.1% | +71.9% | +75.1% | +98.6% |
| 5Y | +167.2% | +45.3% | +122.0% | +127.3% |
| 10Y | +274.7% | +113.1% | +161.7% | +172.1% |
| All | +10,266.7% | +2,068.9% | +8,197.8% | +3,556.3% |
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 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