-9.5%
RKT vs RIVN
-85.0%
+75.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -6.3% | +1.8% | -8.1% | -6.7% |
| 30D | -6.2% | +0.6% | -6.8% | -6.4% |
| 3M | -1.9% | +3.2% | -5.0% | -3.5% |
| 6M | -13.0% | -3.7% | -9.3% | -13.6% |
| YTD | -31.9% | -18.7% | -13.3% | -30.4% |
| 1Y | -37.6% | +14.7% | -52.3% | -42.1% |
| 3Y | +36.8% | -31.5% | +68.3% | +31.0% |
| All | -9.5% | -85.0% | +75.5% | -1.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling