-86.5%
RIVN vs RY
+122.5%
-209.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +3.9% |
| 7D | +11.9% | -0.9% | +12.8% | +13.3% |
| 30D | -5.1% | +5.9% | -11.0% | -11.3% |
| 3M | -11.5% | -4.3% | -7.2% | -7.7% |
| 6M | -6.0% | +12.1% | -18.1% | -19.3% |
| YTD | -30.9% | +20.3% | -51.2% | -45.8% |
| 1Y | -10.6% | +41.0% | -51.6% | -42.3% |
| 3Y | -20.8% | +157.5% | -178.3% | -76.6% |
| All | -86.5% | +122.5% | -209.0% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling