-31.5%
RIVN vs KWEB
-2.3%
-29.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | +1.8% | -5.6% | +7.4% | +4.6% |
| 30D | +0.6% | -10.7% | +11.3% | +6.2% |
| 3M | +3.2% | -7.4% | +10.6% | +6.7% |
| 6M | -3.7% | -19.3% | +15.6% | +6.2% |
| YTD | -18.7% | -27.8% | +9.1% | -5.5% |
| 1Y | +14.7% | -35.9% | +50.7% | +41.1% |
| 3Y | -31.5% | -1.9% | -29.6% | -33.7% |
| All | -31.5% | -2.3% | -29.2% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 3y: compounded portfolio wealth divided by compounded KWEB 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…
3y analysis · Full analysis span regression · 6 months rolling