+44.7%
AMZN vs RIVN
-85.0%
+129.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -2.7% | +0.9% | -3.6% | -2.8% |
| 30D | -7.5% | -1.9% | -5.6% | -7.3% |
| 3M | +5.8% | +8.7% | -2.9% | +3.1% |
| 6M | +17.5% | -3.0% | +20.5% | +15.8% |
| YTD | +9.1% | -18.6% | +27.7% | +9.9% |
| 1Y | +9.4% | +15.4% | -6.0% | +2.0% |
| 3Y | +82.2% | -30.5% | +112.7% | +73.1% |
| All | +44.7% | -85.0% | +129.6% | +51.4% |
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