+49.7%
EEM vs RIVN
-85.0%
+134.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -1.3% | +1.8% | -3.1% | -1.4% |
| 30D | +2.1% | +0.6% | +1.4% | +1.9% |
| 3M | +1.0% | +3.2% | -2.1% | +0.2% |
| 6M | +15.9% | -3.7% | +19.6% | +15.5% |
| YTD | +24.6% | -18.7% | +43.3% | +25.6% |
| 1Y | +32.3% | +14.7% | +17.5% | +27.9% |
| 3Y | +85.9% | -31.5% | +117.4% | +81.5% |
| All | +49.7% | -85.0% | +134.7% | +57.4% |
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 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