+12.9%
KRE vs RIVN
-85.0%
+97.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -1.0% |
| 7D | -1.1% | +2.5% | -3.6% | -1.4% |
| 30D | -3.4% | -2.3% | -1.0% | -3.2% |
| 3M | +3.7% | +1.7% | +2.0% | +2.5% |
| 6M | +14.8% | +0.9% | +13.9% | +12.8% |
| YTD | +14.7% | -18.8% | +33.5% | +15.3% |
| 1Y | +16.0% | +14.8% | +1.2% | +10.0% |
| 3Y | +84.3% | -30.7% | +115.0% | +77.1% |
| All | +12.9% | -85.0% | +97.9% | +15.5% |
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