-84.1%
RIVN vs KMI
+136.4%
-220.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +1.8% | -1.7% | +3.6% | +2.5% |
| 30D | +0.6% | -2.7% | +3.4% | +1.4% |
| 3M | +3.2% | -0.7% | +3.8% | +2.0% |
| 6M | -3.7% | -5.0% | +1.2% | -3.3% |
| YTD | -18.7% | +15.5% | -34.1% | -26.5% |
| 1Y | +14.7% | +16.4% | -1.7% | +2.8% |
| 3Y | -31.5% | +114.2% | -145.7% | -63.2% |
| All | -84.1% | +136.4% | -220.5% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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