+66.3%
IBIT vs RIVN
-15.2%
+81.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | +1.1% | +2.5% | -1.4% | +0.8% |
| 30D | +22.2% | -2.3% | +24.6% | +22.7% |
| 3M | +26.0% | +1.7% | +24.3% | +24.6% |
| 6M | +13.2% | +0.9% | +12.3% | +11.5% |
| YTD | -10.8% | -18.8% | +8.0% | -10.1% |
| 1Y | -29.9% | +14.8% | -44.8% | -33.5% |
| All | +66.3% | -15.2% | +81.5% | +63.7% |
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 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