+331.5%
RKLB vs RIVN
-85.0%
+416.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.0% | +1.8% | -3.9% | -2.6% |
| 30D | -22.4% | +0.6% | -23.1% | -22.8% |
| 3M | -45.2% | +3.2% | -48.3% | -46.3% |
| 6M | -12.5% | -3.7% | -8.8% | -12.6% |
| YTD | -9.8% | -18.7% | +8.9% | -6.2% |
| 1Y | +30.0% | +14.7% | +15.2% | +16.8% |
| 3Y | +942.2% | -31.5% | +973.7% | +892.9% |
| All | +331.5% | -85.0% | +416.4% | +432.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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