+374.9%
KLAC vs RIVN
-85.0%
+459.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.0% |
| 7D | +6.2% | +2.5% | +3.7% | +5.6% |
| 30D | -5.0% | -2.3% | -2.6% | -4.7% |
| 3M | -14.4% | +1.7% | -16.2% | -15.4% |
| 6M | +28.3% | +0.9% | +27.4% | +26.7% |
| YTD | +51.1% | -18.8% | +69.9% | +54.1% |
| 1Y | +100.4% | +14.8% | +85.6% | +88.2% |
| 3Y | +276.3% | -30.7% | +307.1% | +261.0% |
| All | +374.9% | -85.0% | +459.9% | +454.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling