+133.5%
IBM vs RIVN
-85.3%
+218.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.1% | +0.1% |
| 7D | -0.3% | -2.1% | +1.8% | -0.2% |
| 30D | +0.3% | +1.2% | -0.9% | +0.2% |
| 3M | -21.6% | -13.1% | -8.5% | -21.3% |
| 6M | -4.7% | +5.5% | -10.2% | -5.4% |
| YTD | -19.1% | -20.1% | +1.1% | -18.9% |
| 1Y | -2.5% | +14.9% | -17.4% | -4.1% |
| 3Y | +74.2% | -32.5% | +106.6% | +71.8% |
| All | +133.5% | -85.3% | +218.7% | +129.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling