+274.4%
KLAC vs RIVN
-31.8%
+306.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -2.7% | +1.8% | -4.5% | -3.0% |
| 30D | -13.2% | +0.6% | -13.8% | -13.4% |
| 3M | -25.0% | +3.2% | -28.2% | -25.8% |
| 6M | +23.6% | -3.7% | +27.3% | +23.3% |
| YTD | +49.2% | -18.7% | +67.9% | +51.2% |
| 1Y | +89.3% | +14.7% | +74.6% | +81.1% |
| 3Y | +274.4% | -31.5% | +305.9% | +256.6% |
| All | +274.4% | -31.8% | +306.1% | +256.6% |
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