+12.5%
RIVN vs KIM
+33.1%
-20.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.6% | +2.2% | +5.6% |
| 7D | +20.5% | +10.6% | +9.9% | +20.5% |
| 30D | -3.7% | +17.5% | -21.2% | -3.5% |
| 3M | -10.8% | +4.7% | -15.5% | -10.4% |
| 6M | -3.1% | +13.1% | -16.2% | -6.4% |
| YTD | -28.7% | +32.1% | -60.7% | -32.4% |
| 1Y | +12.5% | +32.7% | -20.2% | +6.7% |
| All | +12.5% | +33.1% | -20.6% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 1y: compounded portfolio wealth divided by compounded KIM 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…
1y analysis · Full analysis span regression · 6 months rolling