+46.2%
IBIT vs RIVN
-35.5%
+81.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.8% | +1.3% | -2.8% |
| 7D | -9.2% | -10.5% | +1.3% | -7.6% |
| 30D | -15.8% | -5.9% | -9.8% | -15.1% |
| 3M | +8.5% | -23.0% | +31.5% | +12.8% |
| 6M | -13.7% | -14.6% | +0.9% | -12.6% |
| YTD | -21.6% | -38.2% | +16.6% | -17.7% |
| 1Y | -30.0% | -25.7% | -4.3% | -28.7% |
| All | +46.2% | -35.5% | +81.7% | +49.9% |
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