-84.1%
RIVN vs KIM
+26.1%
-110.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +1.4% |
| 7D | +0.9% | -1.5% | +2.4% | +2.3% |
| 30D | -1.9% | -1.7% | -0.2% | -0.6% |
| 3M | +8.7% | -7.1% | +15.9% | +15.1% |
| 6M | -3.0% | +2.9% | -5.8% | -7.7% |
| YTD | -18.6% | +18.8% | -37.4% | -33.2% |
| 1Y | +15.4% | +9.4% | +6.0% | +2.3% |
| 3Y | -30.5% | +44.6% | -75.1% | -54.9% |
| All | -84.1% | +26.1% | -110.1% | -87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling