+141.8%
IBM vs RIVN
-85.0%
+226.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +3.6% | +1.8% | +1.7% | +3.5% |
| 30D | +3.1% | +0.6% | +2.5% | +3.0% |
| 3M | -10.8% | +3.2% | -14.0% | -11.4% |
| 6M | -0.8% | -3.7% | +2.9% | -1.2% |
| YTD | -16.2% | -18.7% | +2.5% | -16.1% |
| 1Y | -2.9% | +14.7% | -17.6% | -4.5% |
| 3Y | +79.8% | -31.5% | +111.4% | +77.3% |
| All | +141.8% | -85.0% | +226.8% | +137.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling