-83.9%
RIVN vs KDP
+2.9%
-86.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.9% | +2.8% |
| 7D | +4.1% | +2.1% | +2.0% | +3.6% |
| 30D | +1.1% | +8.5% | -7.4% | -1.1% |
| 3M | -4.0% | +6.6% | -10.6% | -6.1% |
| 6M | +5.2% | +17.1% | -11.9% | -0.2% |
| YTD | -18.0% | +19.0% | -37.0% | -22.9% |
| 1Y | +15.6% | +21.8% | -6.2% | +7.2% |
| 3Y | -30.0% | +6.4% | -36.4% | -33.9% |
| All | -83.9% | +2.9% | -86.8% | -83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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