-11.0%
RIVN vs ILMN
+135.0%
-146.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.4% | -1.3% |
| 7D | +3.1% | -9.8% | +12.9% | +6.7% |
| 30D | -1.9% | -22.7% | +20.9% | +5.5% |
| 3M | -16.4% | +12.1% | -28.5% | -23.8% |
| 6M | -3.7% | +51.5% | -55.1% | -22.7% |
| YTD | -30.5% | +63.9% | -94.3% | -47.0% |
| 1Y | -16.5% | +76.6% | -93.1% | -38.5% |
| 3Y | -11.0% | +124.6% | -135.6% | -40.1% |
| All | -11.0% | +135.0% | -146.0% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 3y: compounded portfolio wealth divided by compounded ILMN 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…
3y analysis · Full analysis span regression · 6 months rolling