-83.9%
RIVN vs RY
+129.8%
-213.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +3.6% |
| 7D | +4.1% | +2.7% | +1.4% | +0.8% |
| 30D | +1.1% | -1.0% | +2.0% | +1.7% |
| 3M | -4.0% | +7.6% | -11.6% | -13.1% |
| 6M | +5.2% | +29.5% | -24.3% | -23.9% |
| YTD | -18.0% | +24.2% | -42.1% | -37.8% |
| 1Y | +15.6% | +46.4% | -30.8% | -28.4% |
| 3Y | -30.0% | +159.4% | -189.4% | -79.4% |
| All | -83.9% | +129.8% | -213.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling