-84.1%
RIVN vs RY
+127.4%
-211.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | +0.2% |
| 7D | +2.5% | -0.5% | +3.0% | +3.1% |
| 30D | -2.3% | -1.9% | -0.5% | -0.7% |
| 3M | +1.7% | +5.1% | -3.4% | -5.1% |
| 6M | +0.9% | +28.2% | -27.3% | -26.2% |
| YTD | -18.8% | +22.9% | -41.7% | -37.7% |
| 1Y | +14.8% | +45.5% | -30.7% | -28.3% |
| 3Y | -30.7% | +156.7% | -187.4% | -79.3% |
| All | -84.1% | +127.4% | -211.5% | -94.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling