+37.5%
F vs RIVN
-30.9%
+68.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.7% | -7.0% | -4.6% |
| 7D | +1.2% | +4.1% | -2.9% | +0.6% |
| 30D | +1.2% | +1.1% | +0.2% | +1.0% |
| 3M | -5.7% | -4.0% | -1.7% | -6.0% |
| 6M | +17.9% | +5.2% | +12.7% | +15.6% |
| YTD | +10.4% | -18.0% | +28.4% | +11.2% |
| 1Y | +25.3% | +15.6% | +9.8% | +19.2% |
| 3Y | +37.5% | -30.0% | +67.5% | +30.1% |
| All | +37.5% | -30.9% | +68.4% | +30.1% |
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