+7.4%
ABT vs RIVN
-31.7%
+39.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.8% |
| 7D | -5.0% | +0.9% | -5.9% | -5.0% |
| 30D | -5.8% | -1.9% | -3.9% | -5.8% |
| 3M | +16.7% | +8.7% | +8.0% | +16.5% |
| 6M | -5.2% | -3.0% | -2.3% | -5.3% |
| YTD | -16.0% | -18.6% | +2.6% | -16.1% |
| 1Y | -18.3% | +15.4% | -33.6% | -18.5% |
| All | +7.4% | -31.7% | +39.1% | +5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling