+619.3%
AVGO vs RIVN
-85.0%
+704.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +1.1% | +1.8% | -0.7% | +0.9% |
| 30D | -13.0% | +0.6% | -13.6% | -13.2% |
| 3M | -6.0% | +3.2% | -9.1% | -7.1% |
| 6M | +6.4% | -3.7% | +10.1% | +6.0% |
| YTD | +5.0% | -18.7% | +23.6% | +6.5% |
| 1Y | +1.4% | +14.7% | -13.4% | -3.7% |
| 3Y | +336.8% | -31.5% | +368.3% | +324.3% |
| All | +619.3% | -85.0% | +704.3% | +673.7% |
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