+45.0%
AAPL vs RIVN
+14.7%
+30.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +3.8% | +1.8% | +2.0% | +3.7% |
| 30D | +9.9% | +0.6% | +9.3% | +9.8% |
| 3M | +12.5% | +3.2% | +9.3% | +12.3% |
| 6M | +27.6% | -3.7% | +31.4% | +27.3% |
| YTD | +22.6% | -18.7% | +41.2% | +23.6% |
| 1Y | +45.0% | +14.7% | +30.2% | +44.6% |
| All | +45.0% | +14.7% | +30.2% | +44.6% |
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