+169.6%
EWY vs RIVN
-85.0%
+254.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.4% | +3.3% |
| 7D | -0.1% | +1.8% | -1.9% | -0.3% |
| 30D | +7.3% | +0.6% | +6.7% | +7.2% |
| 3M | -5.1% | +3.2% | -8.3% | -5.9% |
| 6M | +42.1% | -3.7% | +45.8% | +42.2% |
| YTD | +94.1% | -18.7% | +112.8% | +96.8% |
| 1Y | +147.8% | +14.7% | +133.1% | +140.3% |
| 3Y | +222.9% | -31.5% | +254.4% | +216.3% |
| All | +169.6% | -85.0% | +254.6% | +184.3% |
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