+161.4%
ABBV vs RIVN
-85.0%
+246.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.8% |
| 7D | +0.3% | +1.8% | -1.6% | +0.2% |
| 30D | +3.4% | +0.6% | +2.7% | +3.3% |
| 3M | +15.2% | +3.2% | +12.1% | +15.1% |
| 6M | +14.7% | -3.7% | +18.4% | +14.6% |
| YTD | +15.2% | -18.7% | +33.9% | +15.2% |
| 1Y | +20.4% | +14.7% | +5.6% | +20.0% |
| 3Y | +91.3% | -31.5% | +122.9% | +90.7% |
| All | +161.4% | -85.0% | +246.4% | +160.6% |
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 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