+118.9%
AAPL vs RIVN
-84.9%
+203.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.5% |
| 7D | -2.7% | +4.1% | -6.8% | -3.2% |
| 30D | +1.0% | +1.1% | -0.1% | +0.7% |
| 3M | +5.0% | -4.0% | +8.9% | +4.7% |
| 6M | +23.0% | +5.2% | +17.8% | +20.8% |
| YTD | +16.6% | -18.0% | +34.6% | +17.4% |
| 1Y | +33.4% | +15.6% | +17.8% | +27.0% |
| 3Y | +79.9% | -30.0% | +109.9% | +73.1% |
| All | +118.9% | -84.9% | +203.7% | +130.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling