+99.5%
MRK vs RIVN
-85.0%
+184.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -1.9% |
| 7D | -5.0% | +0.9% | -5.9% | -5.0% |
| 30D | +11.0% | -1.9% | +12.9% | +10.9% |
| 3M | +22.4% | +8.7% | +13.6% | +22.3% |
| 6M | +25.4% | -3.0% | +28.4% | +25.3% |
| YTD | +39.5% | -18.6% | +58.1% | +39.4% |
| 1Y | +78.0% | +15.4% | +62.6% | +77.8% |
| 3Y | +45.5% | -30.5% | +76.1% | +45.0% |
| All | +99.5% | -85.0% | +184.5% | +94.9% |
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