+12.5%
RIVN vs VIK
+55.4%
-43.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +6.2% | -0.4% | +3.5% |
| 7D | +20.5% | +5.4% | +15.1% | +18.0% |
| 30D | -3.7% | +12.5% | -16.2% | -8.1% |
| 3M | -10.8% | -15.2% | +4.4% | -5.2% |
| 6M | -3.1% | +15.4% | -18.5% | -10.8% |
| YTD | -28.7% | +27.7% | -56.3% | -38.4% |
| 1Y | +12.5% | +59.7% | -47.2% | -7.5% |
| All | +12.5% | +55.4% | -43.0% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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