+174.6%
ARM vs RIVN
-41.5%
+216.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.4% | +2.3% | +4.0% |
| 7D | -15.2% | +11.9% | -27.1% | -18.2% |
| 30D | -40.7% | -5.1% | -35.6% | -39.9% |
| 3M | -39.1% | -11.5% | -27.6% | -37.1% |
| 6M | -26.4% | -6.0% | -20.4% | -24.8% |
| YTD | +59.7% | -30.9% | +90.7% | +74.1% |
| 1Y | +10.3% | -10.6% | +20.9% | +10.6% |
| 3Y | +228.9% | -20.8% | +249.6% | +220.5% |
| All | +174.6% | -41.5% | +216.1% | +179.6% |
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