+14.7%
RIVN vs YUM
-2.1%
+16.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | -0.4% |
| 7D | +1.8% | -6.1% | +7.9% | +1.1% |
| 30D | +0.6% | -5.8% | +6.5% | -0.2% |
| 3M | +3.2% | -7.6% | +10.8% | +2.0% |
| 6M | -3.7% | -9.1% | +5.4% | -4.2% |
| YTD | -18.7% | -5.5% | -13.2% | -19.6% |
| 1Y | +14.7% | -3.7% | +18.5% | +19.9% |
| All | +14.7% | -2.1% | +16.9% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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