+164.9%
ASML vs RIVN
-32.1%
+197.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.3% |
| 7D | +1.1% | -2.1% | +3.2% | +1.4% |
| 30D | +2.2% | +1.2% | +1.0% | +1.9% |
| 3M | -2.3% | -13.1% | +10.8% | -1.0% |
| 6M | +23.0% | +5.5% | +17.5% | +21.2% |
| YTD | +61.1% | -20.1% | +81.2% | +63.4% |
| 1Y | +129.1% | +14.9% | +114.2% | +118.6% |
| All | +164.9% | -32.1% | +197.0% | +155.4% |
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 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