+14.7%
RIVN vs KIM
+9.2%
+5.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +1.8% | -1.7% | +3.6% | +1.9% |
| 30D | +0.6% | -3.0% | +3.6% | +0.8% |
| 3M | +3.2% | -8.9% | +12.0% | +4.6% |
| 6M | -3.7% | +2.4% | -6.1% | -7.4% |
| YTD | -18.7% | +18.3% | -37.0% | -24.1% |
| 1Y | +14.7% | +8.2% | +6.6% | +6.1% |
| All | +14.7% | +9.2% | +5.5% | +6.1% |
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