+335.4%
AVGO vs RIVN
-31.7%
+367.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | +1.0% | +0.9% | +0.1% | +0.9% |
| 30D | -13.3% | -1.9% | -11.4% | -13.1% |
| 3M | -2.9% | +8.7% | -11.6% | -4.5% |
| 6M | +5.7% | -3.0% | +8.7% | +5.3% |
| YTD | +4.6% | -18.6% | +23.2% | +5.8% |
| 1Y | -1.6% | +15.4% | -17.0% | -5.5% |
| All | +335.4% | -31.7% | +367.1% | +323.9% |
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