+12.5%
RIVN vs RY
+46.4%
-33.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.0% | +2.8% | +3.7% |
| 7D | +20.5% | +2.5% | +18.0% | +18.5% |
| 30D | -3.7% | +8.4% | -12.1% | -9.0% |
| 3M | -10.8% | +1.2% | -12.0% | -12.0% |
| 6M | -3.1% | +19.4% | -22.5% | -19.2% |
| YTD | -28.7% | +25.4% | -54.1% | -44.4% |
| 1Y | +12.5% | +46.7% | -34.2% | -27.4% |
| All | +12.5% | +46.4% | -33.9% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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