-5.3%
SYK vs RIVN
-0.3%
-4.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.5% | +4.1% | -1.2% |
| 7D | +7.5% | +16.1% | -8.6% | +7.3% |
| 30D | +20.4% | -8.4% | +28.9% | +20.8% |
| 3M | -0.3% | -14.6% | +14.3% | +0.1% |
| 6M | +14.2% | -9.0% | +23.1% | +13.4% |
| YTD | -3.8% | -32.6% | +28.7% | -2.8% |
| 1Y | -5.3% | -13.8% | +8.5% | -6.4% |
| All | -5.3% | -0.3% | -4.9% | -6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling