-84.1%
RIVN vs GSK
+35.8%
-119.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.8% | -3.5% | +5.4% | +2.3% |
| 30D | +0.6% | -3.4% | +4.1% | +1.0% |
| 3M | +3.2% | -8.1% | +11.3% | +4.1% |
| 6M | -3.7% | -11.1% | +7.4% | -2.5% |
| YTD | -18.7% | +0.7% | -19.4% | -18.9% |
| 1Y | +14.7% | +20.1% | -5.4% | +12.3% |
| 3Y | -31.5% | +46.1% | -77.6% | -35.8% |
| All | -84.1% | +35.8% | -119.9% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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