-87.3%
RIVN vs KDP
+12.8%
-100.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -7.4% | +1.9% | -3.6% |
| 7D | -3.7% | -4.0% | +0.3% | -2.7% |
| 30D | -4.3% | +8.5% | -12.7% | -6.1% |
| 3M | -19.6% | +20.7% | -40.3% | -23.4% |
| 6M | -8.2% | +23.2% | -31.4% | -13.7% |
| YTD | -35.1% | +30.5% | -65.5% | -40.4% |
| 1Y | -26.9% | +35.9% | -62.8% | -33.9% |
| 3Y | -16.9% | +24.8% | -41.7% | -25.8% |
| 5Y | -90.2% | +13.4% | -103.5% | -89.9% |
| All | -87.3% | +12.8% | -100.1% | -87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling