+164.0%
AMAT vs RIVN
-88.0%
+252.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.5% | +1.9% | -2.4% |
| 7D | +19.3% | -3.7% | +23.0% | +20.3% |
| 30D | -17.9% | -4.3% | -13.7% | -17.3% |
| 3M | -30.4% | -19.6% | -10.8% | -27.5% |
| 6M | -11.4% | -8.2% | -3.2% | -10.8% |
| YTD | +48.8% | -35.1% | +83.8% | +58.6% |
| 1Y | +66.0% | -26.9% | +93.0% | +71.7% |
| 3Y | +158.8% | -16.9% | +175.7% | +139.5% |
| 5Y | +153.2% | -90.2% | +243.3% | +213.9% |
| All | +164.0% | -88.0% | +252.0% | +221.0% |
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