+45.7%
DUK vs RIVN
-31.8%
+77.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | 0.0% |
| 7D | -0.7% | +1.8% | -2.5% | -0.6% |
| 30D | -2.4% | +0.6% | -3.1% | -2.4% |
| 3M | -3.0% | +3.2% | -6.1% | -3.0% |
| 6M | -6.6% | -3.7% | -2.8% | -6.6% |
| YTD | +4.6% | -18.7% | +23.2% | +4.4% |
| 1Y | +1.2% | +14.7% | -13.5% | +1.2% |
| 3Y | +45.7% | -31.5% | +77.2% | +47.1% |
| All | +45.7% | -31.8% | +77.5% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 3y: compounded portfolio wealth divided by compounded RIVN 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…
3y analysis · Full analysis span regression · 6 months rolling