+77.4%
IBM vs RIVN
-31.9%
+109.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.0% | +4.4% | +3.5% |
| 7D | +3.6% | +2.5% | +1.0% | +3.4% |
| 30D | +1.5% | -2.3% | +3.9% | +1.7% |
| 3M | -12.9% | +1.7% | -14.7% | -13.6% |
| 6M | -3.9% | +0.9% | -4.8% | -4.7% |
| YTD | -17.3% | -18.8% | +1.5% | -17.4% |
| 1Y | -5.0% | +14.8% | -19.8% | -6.9% |
| All | +77.4% | -31.9% | +109.3% | +71.8% |
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