+632.4%
AVGO vs RIVN
-84.9%
+717.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.2% | +2.6% |
| 7D | -0.3% | +4.1% | -4.4% | -0.9% |
| 30D | -13.8% | +1.1% | -14.9% | -14.1% |
| 3M | -6.9% | -4.0% | -2.9% | -7.1% |
| 6M | +11.9% | +5.2% | +6.7% | +10.2% |
| YTD | +6.9% | -18.0% | +24.8% | +8.3% |
| 1Y | +7.4% | +15.6% | -8.2% | +1.9% |
| 3Y | +345.6% | -30.0% | +375.6% | +331.2% |
| All | +632.4% | -84.9% | +717.2% | +686.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling