+10,152.6%
RTX vs EVRG
+2,261.4%
+7,891.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +4.8% | +1.4% | +3.4% | +4.2% |
| 30D | +6.5% | +7.4% | -0.9% | +3.6% |
| 3M | -9.6% | +7.2% | -16.9% | -12.1% |
| 6M | +12.3% | +9.5% | +2.9% | +8.3% |
| YTD | +9.5% | +25.6% | -16.1% | 0.0% |
| 1Y | +15.8% | +20.3% | -4.5% | +7.6% |
| 3Y | +157.0% | +108.8% | +48.2% | +91.9% |
| 5Y | +148.8% | +67.9% | +80.9% | +100.2% |
| 10Y | +264.0% | +124.6% | +139.4% | +158.6% |
| All | +10,152.6% | +2,261.4% | +7,891.2% | +3,398.3% |
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