+6.8%
SYK vs RIVN
-85.0%
+91.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -9.1% | +1.8% | -10.9% | -9.2% |
| 30D | -20.6% | +0.6% | -21.3% | -20.7% |
| 3M | -9.6% | +3.2% | -12.8% | -10.2% |
| 6M | -19.9% | -3.7% | -16.2% | -20.3% |
| YTD | -21.2% | -18.7% | -2.5% | -20.9% |
| 1Y | -28.4% | +14.7% | -43.1% | -30.3% |
| 3Y | -5.3% | -31.5% | +26.2% | -7.1% |
| All | +6.8% | -85.0% | +91.8% | +9.4% |
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 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