+74.0%
RIVN vs VIK
+225.1%
-151.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.6% |
| 7D | +1.8% | -0.9% | +2.8% | +2.2% |
| 30D | +0.6% | -18.4% | +19.0% | +8.0% |
| 3M | +3.2% | -8.8% | +11.9% | +5.9% |
| 6M | -3.7% | +17.1% | -20.9% | -10.8% |
| YTD | -18.7% | +19.0% | -37.7% | -25.4% |
| 1Y | +14.7% | +30.1% | -15.4% | +1.8% |
| All | +74.0% | +225.1% | -151.0% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling