-87.3%
RIVN vs RY
+124.2%
-211.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.0% | -5.0% |
| 7D | -3.7% | -0.5% | -3.1% | -3.1% |
| 30D | -4.3% | +4.7% | -9.0% | -9.3% |
| 3M | -19.6% | -4.5% | -15.2% | -15.8% |
| 6M | -8.2% | +12.5% | -20.8% | -21.5% |
| YTD | -35.1% | +21.1% | -56.2% | -49.4% |
| 1Y | -26.9% | +38.6% | -65.6% | -51.9% |
| 3Y | -16.9% | +160.2% | -177.1% | -75.7% |
| 5Y | -90.2% | +124.7% | -214.9% | -96.4% |
| All | -87.3% | +124.2% | -211.5% | -95.3% |
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