-24.9%
RIVN vs RY
+41.1%
-66.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.7% | -1.5% |
| 7D | -3.7% | -3.0% | -0.7% | -1.6% |
| 30D | 0.0% | +6.3% | -6.3% | -4.0% |
| 3M | -17.2% | -2.6% | -14.6% | -15.9% |
| 6M | -3.8% | +13.9% | -17.8% | -16.5% |
| YTD | -31.3% | +21.7% | -53.0% | -45.3% |
| 1Y | -24.9% | +40.4% | -65.3% | -51.5% |
| All | -24.9% | +41.1% | -66.0% | -51.5% |
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