+351.5%
RKLB vs RIVN
-84.9%
+436.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.7% | -0.2% | +1.6% |
| 7D | +5.3% | +4.1% | +1.2% | +3.9% |
| 30D | -20.5% | +1.1% | -21.5% | -21.1% |
| 3M | -42.0% | -4.0% | -38.1% | -41.9% |
| 6M | -6.0% | +5.2% | -11.3% | -8.9% |
| YTD | -5.6% | -18.0% | +12.4% | -2.1% |
| 1Y | +38.0% | +15.6% | +22.4% | +23.7% |
| 3Y | +962.4% | -30.0% | +992.4% | +903.8% |
| All | +351.5% | -84.9% | +436.3% | +455.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling