-30.0%
RIVN vs KEY
+130.9%
-160.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +3.7% |
| 7D | +4.1% | +2.7% | +1.4% | +2.5% |
| 30D | +1.1% | -3.2% | +4.3% | +2.6% |
| 3M | -4.0% | +1.0% | -4.9% | -5.0% |
| 6M | +5.2% | +11.9% | -6.7% | -1.7% |
| YTD | -18.0% | +8.7% | -26.7% | -22.4% |
| 1Y | +15.6% | +18.5% | -2.9% | +3.9% |
| 3Y | -30.0% | +124.0% | -154.0% | -60.3% |
| All | -30.0% | +130.9% | -160.9% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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