-84.1%
RIVN vs MKSI
+76.2%
-160.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -1.3% |
| 7D | +1.8% | +2.7% | -0.8% | +0.3% |
| 30D | +0.6% | -12.8% | +13.4% | +7.5% |
| 3M | +3.2% | -22.5% | +25.7% | +12.7% |
| 6M | -3.7% | +19.4% | -23.1% | -19.4% |
| YTD | -18.7% | +67.7% | -86.4% | -45.7% |
| 1Y | +14.7% | +131.4% | -116.7% | -39.3% |
| 3Y | -31.5% | +197.3% | -228.9% | -74.8% |
| All | -84.1% | +76.2% | -160.2% | -89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 all: compounded portfolio wealth divided by compounded MKSI 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…
all analysis · Full analysis span regression · 6 months rolling