+47.5%
AMZN vs RIVN
-85.0%
+132.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.1% | +2.0% |
| 7D | -0.7% | +1.8% | -2.5% | -1.0% |
| 30D | -3.9% | +0.6% | -4.6% | -4.2% |
| 3M | +6.3% | +3.2% | +3.2% | +4.5% |
| 6M | +20.8% | -3.7% | +24.5% | +19.2% |
| YTD | +11.2% | -18.7% | +29.9% | +12.0% |
| 1Y | +11.7% | +14.7% | -3.1% | +4.3% |
| 3Y | +79.4% | -31.5% | +111.0% | +71.0% |
| All | +47.5% | -85.0% | +132.5% | +54.4% |
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 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