-86.6%
RIVN vs ALK
-29.5%
-57.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | +0.1% | -0.6% |
| 7D | -3.7% | +2.6% | -6.3% | -4.8% |
| 30D | 0.0% | +7.8% | -7.8% | -3.6% |
| 3M | -17.2% | -15.2% | -2.0% | -11.4% |
| 6M | -3.8% | +5.0% | -8.9% | -8.7% |
| YTD | -31.3% | -18.4% | -12.9% | -28.3% |
| 1Y | -24.9% | -2.4% | -22.5% | -29.1% |
| 3Y | -12.1% | +19.8% | -31.8% | -42.1% |
| 5Y | -89.0% | -27.8% | -61.2% | -89.0% |
| All | -86.6% | -29.5% | -57.1% | -86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling