-83.9%
RIVN vs ILMN
-44.7%
-39.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.3% | +6.0% | +4.5% |
| 7D | +4.1% | +1.9% | +2.2% | +2.9% |
| 30D | +1.1% | +12.3% | -11.2% | -5.3% |
| 3M | -4.0% | +33.5% | -37.5% | -18.9% |
| 6M | +5.2% | +69.4% | -64.2% | -22.7% |
| YTD | -18.0% | +60.9% | -78.9% | -39.0% |
| 1Y | +15.6% | +115.0% | -99.4% | -29.2% |
| 3Y | -30.0% | +37.0% | -67.0% | -45.5% |
| All | -83.9% | -44.7% | -39.3% | -75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling