+17.4%
IGV vs RIVN
-85.0%
+102.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | -1.5% | +2.5% | -4.1% | -1.9% |
| 30D | -3.0% | -2.3% | -0.7% | -2.7% |
| 3M | +9.6% | +1.7% | +7.8% | +8.3% |
| 6M | +16.1% | +0.9% | +15.3% | +14.3% |
| YTD | -3.6% | -18.8% | +15.2% | -2.4% |
| 1Y | -7.8% | +14.8% | -22.7% | -12.9% |
| 3Y | +40.0% | -30.7% | +70.7% | +34.6% |
| All | +17.4% | -85.0% | +102.4% | +31.1% |
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