+82.2%
IBM vs RIVN
-20.7%
+102.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.8% | +5.8% | +1.4% |
| 7D | +1.6% | -10.5% | +12.1% | +2.4% |
| 30D | +9.2% | -5.9% | +15.1% | +9.6% |
| 3M | +4.9% | -23.0% | +27.9% | +6.9% |
| 6M | +16.8% | -14.6% | +31.4% | +17.2% |
| YTD | -14.3% | -38.2% | +23.9% | -12.6% |
| 1Y | -16.7% | -25.7% | +9.0% | -16.1% |
| 3Y | +82.2% | -24.8% | +107.0% | +82.4% |
| All | +82.2% | -20.7% | +102.9% | +82.4% |
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 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