-1.4%
F vs RIVN
-84.9%
+83.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.7% | -7.0% | -4.7% |
| 7D | +1.2% | +4.1% | -2.9% | +0.4% |
| 30D | +1.2% | +1.1% | +0.2% | +0.9% |
| 3M | -5.7% | -4.0% | -1.7% | -6.1% |
| 6M | +17.9% | +5.2% | +12.7% | +14.9% |
| YTD | +10.4% | -18.0% | +28.4% | +11.6% |
| 1Y | +25.3% | +15.6% | +9.8% | +17.1% |
| 3Y | +37.5% | -30.0% | +67.5% | +30.7% |
| All | -1.4% | -84.9% | +83.5% | +4.3% |
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