+38.0%
IGV vs RIVN
-31.7%
+69.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -5.4% | +0.9% | -6.3% | -5.5% |
| 30D | -2.6% | -1.9% | -0.7% | -2.4% |
| 3M | +10.5% | +8.7% | +1.8% | +8.9% |
| 6M | +18.2% | -3.0% | +21.1% | +17.5% |
| YTD | -4.2% | -18.6% | +14.3% | -3.6% |
| 1Y | -9.8% | +15.4% | -25.2% | -12.8% |
| All | +38.0% | -31.7% | +69.7% | +34.6% |
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