+159.3%
ABBV vs RIVN
-85.0%
+244.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -2.0% | +0.9% | -2.9% | -2.0% |
| 30D | +2.0% | -1.9% | +3.9% | +2.0% |
| 3M | +14.2% | +8.7% | +5.4% | +14.0% |
| 6M | +14.1% | -3.0% | +17.0% | +14.0% |
| YTD | +14.2% | -18.6% | +32.8% | +14.2% |
| 1Y | +24.2% | +15.4% | +8.8% | +23.9% |
| 3Y | +89.8% | -30.5% | +120.3% | +89.1% |
| All | +159.3% | -85.0% | +244.2% | +158.4% |
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 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