-9.5%
RKT vs RIVN
-85.0%
+75.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.9% |
| 7D | -7.2% | +0.9% | -8.1% | -7.4% |
| 30D | -7.9% | -1.9% | -6.0% | -7.5% |
| 3M | +5.2% | +8.7% | -3.6% | +2.2% |
| 6M | -14.9% | -3.0% | -11.9% | -15.7% |
| YTD | -31.9% | -18.6% | -13.3% | -30.3% |
| 1Y | -36.9% | +15.4% | -52.3% | -41.5% |
| 3Y | +35.7% | -30.5% | +66.2% | +29.5% |
| 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 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