+130.0%
AAPL vs RIVN
-85.0%
+214.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +3.8% | +1.8% | +2.0% | +3.6% |
| 30D | +9.9% | +0.6% | +9.3% | +9.7% |
| 3M | +12.5% | +3.2% | +9.3% | +11.3% |
| 6M | +27.6% | -3.7% | +31.4% | +26.7% |
| YTD | +22.6% | -18.7% | +41.2% | +23.5% |
| 1Y | +45.0% | +14.7% | +30.2% | +38.1% |
| 3Y | +87.8% | -31.5% | +119.3% | +81.3% |
| All | +130.0% | -85.0% | +214.9% | +142.6% |
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 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