-84.1%
RIVN vs KEY
+16.7%
-100.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +2.5% | -0.3% | +2.9% | +2.7% |
| 30D | -2.3% | -3.3% | +0.9% | -0.8% |
| 3M | +1.7% | -0.7% | +2.5% | +1.7% |
| 6M | +0.9% | +12.5% | -11.7% | -6.1% |
| YTD | -18.8% | +8.4% | -27.2% | -23.1% |
| 1Y | +14.8% | +18.4% | -3.6% | +3.1% |
| 3Y | -30.7% | +123.3% | -154.0% | -58.6% |
| All | -84.1% | +16.7% | -100.8% | -84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling